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What I Am Reading

Saturday, April 18, 2026

Credit

Blue Owl Founders Revise Terms of Personal Loans That Raised ScrutinyWall Street Journal

Global

What Iran War? The Global Economy Is Poised for Even More Growth.Barron's

Central banks

US

Republican Nerves Are Fraying Ahead of Midterm ElectionsWall Street Journal
Tax Refunds Are Higher. That’s Only a Fraction of the Story.Barron's

China

China added more crude to its massive stockpile in March, but outlook shiftsReuters

Industries & companies

Banks:Activist Holdco Explains Why It Targets Banks. An Exclusive Look at Latest Campaigns.Barron's
Tech:What Software Stocks Must Do to Win the Market BackBarron's

Geopolitics

AI

Economists Might Be Wrong About AI and JobsBloomberg
Forecasting the Economic Effects of AIFed
America wakes up to AI’s dangerous powerEconomist
AI Is Rewriting Corporate Lingo. ChatGPT Is Leaving Its Mark.Barron's
To Beat China, Embrace Open-Source AIWall Street Journal

Beyond markets

Skimp on Yogurt, Splurge on Skydiving: The Rise of the Frugal RichWall Street Journal
The impending global food shock is preventableEconomist