David Merkel @AlephBlog

The two main goals: teaching investors about better investing through risk control, and tying all of the markets into a coherent whole. alephblog.com Baltimore, Maryland Joined March 2010

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David Merkel @AlephBlog

3 hours ago

Why Ukraine is winning the war ft.com/content/2a4d78… They have blocked Russia in the air and on the sea, and are slowly taking back the land. Add in the fact that Russia is almost broke...

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Concerns are mounting on Wall Street that a frothy debt market is masking underlying excesses. “The worst loans are made at the best of times.” wsj.com/finance/the-cr… Probably time to reduce credit risk; nothing systemic seems wrong, but if that changes, it will be too late.

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David Merkel @AlephBlog

7 hours ago

Most firms aren't laying of workers, but that's little comfort to the millions of Americans frozen out of the low-hire, low-fire economy bloomberg.com/news/features/… Lack of churn in jobs makes life hard for those seeking jobs, particularly those who are young.

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David Merkel @AlephBlog

8 hours ago

Subprime losses will likely cause far less damage to banks than the 2008 blowup, writes @PaulJDavies bloomberg.com/opinion/articl… Both are part of low-end credit w/aggressive lending. Should not have spillover effects, but monitor similar dealings.

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David Merkel @AlephBlog

10 hours ago

Xi renews a push for the US to change a decades-old phrase describing its stance on Taiwan independence, in what could be a major diplomatic win for China bloomberg.com/news/articles/… Let Taiwan decide for itself what it wants to be. After all, any conflict will affect them the most.

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David Merkel @AlephBlog

12 hours ago

By confusing friends and foes, strategy and personal chemistry, posturing and resolve, the American president has made everyone less safe, says @andreaskluth bloomberg.com/opinion/articl… This is true. Trump has no concept of how prior alliances were valuable to US foreign policy.

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David Merkel @AlephBlog

19 hours ago

Trump Is Getting Closer to Having an ‘Infinite Money Pit’ theatlantic.com/economy/archiv… This sounds unlikely to me.

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David Merkel @AlephBlog

2 days ago

Churches want to build affordable housing. Why are cities stopping them? vox.com/policy/462799/… It's simple. Cities & counties like rich people, and not poor people. Rich people pay more taxes, & demand proportionately less in services. Opposite for poor people.

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David Merkel @AlephBlog

2 days ago

Italy weighs freezing its retirement age at 67 ft.com/content/af2d2b… "just 46 per cent of Italians aged between 50 and 74 actually work — one of the lowest levels in Europe" W/such lousy demographics, it is hard to see how Italy prospers here.

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David Merkel @AlephBlog

2 days ago

President Trump is trying to help Argentine President Javier Milei finish the job in the fight against inflation, Capital Account columnist @greg_ip writes wsj.com/world/americas… Would Argentina like to become he 51st state? At least we would get good beef... (not serious)

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David Merkel @AlephBlog

2 days ago

AI Agents Arrive at Citi wsj.com/articles/ai-ag… Too vague to be meaningful $C

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David Merkel @AlephBlog

2 days ago

The new bill tweaking Social Security’s retirement-age language may be fixing the wrong problem marketwatch.com/story/the-new-… Really doesn't do much; just tweaks language to no significant end...

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David Merkel @AlephBlog

2 days ago

Carlo Acutis, who died in 2006 from leukemia at the age of 15, was officially recognized as a saint by Pope Leo XIV wsj.com/world/europe/f… Fakery. We pray to God Himself, through Christ. We do not need other mediators.

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David Merkel @AlephBlog

2 days ago

With Putin, Vance, Orban and Macron, the cult of Charles de Gaulle is growing, @adwooldridge says bloomberg.com/opinion/articl… I don't get the thrill. He left behind a France that was mostly ungovernable.

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David Merkel @AlephBlog

2 days ago

What is hybrid warfare, and how is Russia employing it? bloomberg.com/news/articles/… Hitting soft targets by interrupting information (GPS for example), disinformation in elections, refugee crises, and more -- to intimidate in ways short of war.

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David Merkel @AlephBlog

2 days ago

Boeing agreed to pay $50,000 to settle a wrongful death lawsuit brought by the family of a whistleblower who took his own life last year bloomberg.com/news/articles/… Only $50K? A travesty...