finance
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The SEC’s Final Climate Disclosure Rule’s First Filing Cycle: Burden and Opportunity for Middle-Market Firms
The SEC’s initial climate disclosure rules will provide a challenge to middle market companies, and will also have the potential…
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The Artificial Intelligence Executive Order’s First Regulatory Actions: How Safety Assessments Affect AI Startups
Back in 2023, as an entrepreneur, I had the unfortunate experience of witnessing the dismay of a founder in a…
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Curated Perspectives: Economists on the Persistent Services Inflation and Its Impact on Consumer Spending Power
In 2022, I sat in a boardroom and observed a client’s ability to maintain profitability decline before my eyes due…
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A Synthesis of Think Tank Recommendations for Restoring Solvency to Social Security Trust Funds by 2033
Back in 2015, I was in a boardroom with partners when a senior partner told me that we had to…
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Expert Commentary on the May 2026 Jobs Report: Labor Market Cooling and Recalibration for Business Hiring
After many years of looking at job reports, I have found there have been a few that really impacted the…
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US Border Policy Adjustments and Their Near-Term Effects on Seasonal Labor Availability and Agri-Food Prices
In 2018, while standing inside a California packing house, I witnessed the chaos that results from insufficient labor to operate…
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Analysts Weigh In: The 2026 Midterm Election Policy Landscape and Its Market Probability Pricing
I was on a trading floor in 2018, watching as the screens turned red ahead of the midterm elections. Everyone…
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Mapping the Reshoring Surge: US Manufacturing Construction Spending and Private Investment Commitments Through Q1 2026
It’s been nearly two years since I first witnessed the total collapse of U.S. supply chains and how quickly they…
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Tracking Small Business Optimism and Credit Availability: The NFIB Index and Regional Fed Loan Survey Diverge
In 2022, I was sitting in my office with a ton of rejection letters from my client who “should’ve” had…
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The Corporate Profit Margin Compression Puzzle: Sectoral Decomposition of Q1 2026 GDP Second Estimate
It was 2022, and I was in the board room with the CFO of a company that was watching their…
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