Washington Post (April 9)
“Trump grabbed a life preserver. In announcing a 90-day pause on most tariffs… he acknowledged, however reluctantly, the harsh realities of economics, foreign policy and domestic politics.” While the pause is “indeed worth rejoicing,” it is only a partial pause as the trade war continues with China. “Investors, business and consumers will still be living with uncertainty. For the long term, Trump and his team are well advised to come up with a less volatile economic strategy.”
Tags: Business, China, Consumers, Economic strategy, Economics, Foreign policy, Investors, Lfe preserver, Partial, Pause, Politics, Realities, Tariffs, Trade war, Trump, Uncertainty, Volatile
Institutional Investor (August 29)
“Now that investors can get factor-based funds on the cheap, they’re pushing quants in new directions.” This presents new challenges. “One is a move away from a heavy reliance on decades of historical data and back tests to tying this in-depth research to the realities of the current economic and market environment.” Another challenge is “getting the right people” to do this. “Many quant managers historically hired people with expertise in data,” but “now it’s the background in economics and finance that’s become critical.”
Tags: Back tests, Challenges, Cheap, Data, Economic, Economics, Factor-based funds, Finance, Historical data, Investors, Managers, Market, Quants, Realities, Reliance, Research
Financial Times (August 13)
“Mr Trump’s campaign promises to rip up trade agreements and protect heavy industries like steel are running into the complex realities of international supply chains.” By examining actual U.S. business practices, “you encounter how the president’s economic nationalism is clashing with the complexities of what the label ‘Made in America’ actually means in today’s world.”
Tags: Clashing, Complexities, Economic nationalism, Promises, Realities, Steel, Supply chains, Trade agreements, Trump, U.S.
Washington Post (April 23)
“Budget realities require a modest approach to human space exploration and not an Apollo-style moonshot.” NASA needs to adopt a more practical approach. “Rather than attempting to send people to Mars on the cheap, there’s a compelling argument that we could accomplish more with a less expensive strategy of unmanned exploration.”
