Axios Capital: Humility at scale

Posted on August 6, 2020 by Felix

Philanthropy is rarely associated with humility.

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Axios Edge: Only one car company matters

Posted on July 16, 2020 by Felix

Tesla is the company of the moment — the prime exemplar of just about any big and important trend that you might care about.

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Axios Edge: A new hegemon

Posted on July 9, 2020 by Felix

All multinational companies and executives need to worry about breaking U.S. law, no matter where they’re based or doing business. Now, they need to worry about Chinese law, too.

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Axios Edge: Swimming in cash

Posted on July 2, 2020 by Felix

There’s plenty of money. It’s just not moving to where it’s needed. (New jobs, in case you were wondering.)

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Axios Edge: The amorality of finance

Posted on June 18, 2020 by Felix

The disconnect between economic and moral imperatives lies at the heart of the biggest issues facing America today, from the rising appeal of socialism to the question of how to deal with the coronavirus outbreak.

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The meta-crisis

Posted on June 12, 2020 by Felix

America’s institutions are failing. They no longer command the respect they need to be effective.

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Axios Edge: Explaining the markets’ insouciance

Posted on June 4, 2020 by Felix

There is no particular reason why America’s move toward authoritarianism should hurt the markets.

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Axios Edge: Fancy a bet?

Posted on May 21, 2020 by Felix

Never has the stock market seen so much gambling. 

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Axios Edge: How insurers dodged the crisis

Posted on May 14, 2020 by Felix

It’s hardly original to point out that the rich have been able to survive this crisis much more easily than the poor — but it still bears repeating. 

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Axios Edge: Saying no to free money

Posted on May 7, 2020 by Felix

Even when businesses are legally entitled to bailout funds, they will often avoid taking that money when faced with political or popular opprobrium.

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Axios Edge: The crash diet

Posted on April 30, 2020 by Felix

Regional food is a kind of language. It can die of neglect. Or, it turns out, of COVID-19.

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Axios Edge: Rewriting the rules of finance

Posted on April 23, 2020 by Felix
A crisis is a terrible thing to waste. The coronavirus crisis is a dress rehearsal for the climate crisis: It will help show us not only what is possible, but also, crucially, whether or not those actions work.

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Axios Edge: America’s other coronavirus superhero

Posted on April 16, 2020 by Felix

Move over, Anthony Fauci. Fed chair Jay Powell has come into his own in recent weeks, acting with uncommon and entirely unexpected speed and boldness.

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Axios Edge: The arrears economy

Posted on April 9, 2020 by Felix

Just when you thought the Fed might be out of ammunition, out it comes with another $2.3 trillion from its “super bazooka.”

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Axios Edge: Is there an “on” switch?

Posted on April 2, 2020 by Felix

What happens after a war? Two weeks ago, I asked that question and came away cautiously optimistic about America’s ability to bounce back from its current crisis. Now, I’m not so sure.

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Axios Edge: The arena of the unwell

Posted on March 26, 2020 by Felix

The greatest decade in the history of mankind is over. (Well, the greatest bull market, anyway.) The old order changeth, yielding place to new.

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Axios Edge: Who will win the war?

Posted on March 19, 2020 by Felix

The war we find ourselves in, and one potential winner. Plus the bailout, the rent problem, the dollar’s surge, and my attempt at a coronavirus guide for individual investors.

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Axios Edge: The politicians’ hour has arrived

Posted on March 12, 2020 by Felix

There are decades where nothing happens; and there are weeks where decades happen.

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Axios Edge: Be careful which war you’re fighting

Posted on March 5, 2020 by Felix

We’re not in a financial crisis, which means we don’t need the full arsenal of weaponry a financial crisis requires. 

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Axios Edge: Billions going to waste

Posted on February 27, 2020 by Felix

When the very rich just shuffle money around among one another, it serves no useful purpose.

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Axios Edge: Trump indulges Wall Street

Posted on February 20, 2020 by Felix

Donald Trump loves Wall Street shenanigans.

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Axios Edge: The biggest threat yet to Fed independence

Posted on February 13, 2020 by Felix

President Donald Trump hasn’t given up on his dream of politicizing the Fed. 

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Axios Edge: Tesla should have gone private

Posted on February 6, 2020 by Felix

Tesla stock has been in Ludicrous Mode for the past few days. Given its bonkers gyrations, it’s now easy to see why CEO Elon Musk might feel that he was right all along in wanting to take the company private back in 2018.

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Axios Edge: America’s new housing crisis

Posted on January 30, 2020 by Felix

There just isn’t enough housing to go round. 

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Axios Edge: Davos hypocrisy

Posted on January 23, 2020 by Felix

This year, as climate change and talk of “stakeholder capitalism” increasingly dominate the public agenda, the gap between why delegates go and why they say they go is wider than ever.

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