My mid-week morning prepare WFH reads:
• The brunt of US tariffs — 96% — has been paid by US patrons: A Kiel Institute examine discovered US tariffs are largely paid by American importers and customers. The examine discovered overseas exporters paid solely round 4% of the tariff price. The analysis contradicts Trump’s messaging that Individuals aren’t paying for tariffs. (Yahoo)
• Andreessen Horowitz Makes a $3 Billion Wager That There’s No AI Bubble: A more recent fund run by an unconventional workforce on the enterprise agency is discovering success specializing in infrastructure. (Bloomberg) see additionally Transfer Over, ChatGPT: You’re about to listen to much more about Claude Code. (The Atlantic)
• How Europe May ‘Weaponize’ $10 Trillion of US Belongings Over Greenland: European nations maintain US bonds and shares, fueling hypothesis they may promote such property in response to Trump’s renewed tariff conflict. Any weaponization of European holdings of US property would signify a extreme escalation, increasing a simmering commerce conflict right into a monetary battle that instantly impacts capital markets. (Bloomberg free)
• Shifting Tides in World Markets: The Reemergence of Worldwide Investing. After greater than a decade of US market dominance, 2025 might have marked a turning level for world traders. Worldwide equities have surged forward of their US counterparts, evidenced by robust earnings development and supported by coverage reform momentum and a reassessment of “American exceptionalism.” (CFA Institute)
• Zero-Sum Economics Retains Failing: The world just isn’t a lump of “sources.” (Noahpinion)
• Wealthy individuals are leaving California, impressed by tech founders’ on-line marketing campaign: The marketing campaign in opposition to a proposed billionaire tax was sparked by trade leaders which have lengthy bashed San Francisco. It has consumed the tech world, and it’s driving a number of the state’s richest residents to relocate. (Washington Put up)
• Trump’s Tumultuous 12 months Pushing the Limits of Presidential Energy: When you needed to identify a single factor Donald Trump has mentioned that captures his tumultuous first yr again within the White Home, it could be this: “I’ve the suitable to do something I wish to do. I’m the president of the US.” (Bloomberg) see additionally How Trump Has Pocketed $1,408,500,000: One yr in the past, Donald Trump took an oath to serve the American folks. As an alternative, he has targeted on utilizing the presidency to complement himself. (New York Instances)
• Photographs Seize the Breathtaking Scale of China’s Wind and Photo voltaic Buildout: Final yr China put in greater than half of all wind and photo voltaic added globally. In Could alone, it added sufficient renewable power to energy Poland, putting in photo voltaic panels at a charge of roughly 100 each second. (Yale Atmosphere 360)
• I Need To Purchase A Guide Earlier than I Can’t Anymore! What Automotive Ought to I Purchase? Vineeth lives in Chicago and likes to drive. He grew up abroad and spent most of his life shifting his personal gears. As soon as he got here to the states he purchased “sensible” vehicles, however he needs to get one thing enjoyable with three pedals earlier than all of them go extinct. With a price range as much as $40,000, what automotive ought to he purchase? (Jalopnik)
• Even Extra Very Good Music Information: The title of Tears for Fears’ “Everyone Desires to Rule the World” was taken from a line in The Conflict’s “Charlie Don’t Surf.” “Charlie Don’t Surf” was taken from a line in “Apocalypse Now.” “Apocalypse Now” was based mostly on Joseph Conrad’s “Coronary heart of Darkness.” (Go Jeff Go)
You’ll want to take a look at our Masters in Enterprise interview this weekend with Nobel laureate Richard Thaler and his College of Chicago Sales space Faculty colleague Alex Imas on the replace and reissue of his basic ebook The Winner’s Curse.
Photo voltaic met 61% of US electrical energy demand development in 2025
Supply: Ember
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