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Deep-Dives | Curated insights across markets, macros, history & more

Deep-Dives · Global · Curated insights across markets, macros, history, and intelligence | Showing 3 of 3

Deep-Dives | Curated insights across markets, macros, history & more

Distilling high-signal intelligence into digestible insights.

Deep-Dives · Global · Showing 3 of 3

https://open.substack.com/pub/aswathdamodaran/p/data-update-6-for-2026-in-search?utm_campaign=post-expanded-share&utm_medium=web

*Data Update 6 for 2026: In Search of Profitability! | The Business End Game Clarified! | Aswath Damodaran | Feb 17, 2026*

Feb 19, 2026·Aswath Damodaran
https://open.substack.com/pub/aswathdamodaran/p/data-update-6-for-2026-in-search?utm_campaign=post-expanded-share&utm_medium=web

https://open.substack.com/pub/worksinprogress/p/how-airbus-took-off?r=7gd4z&utm_campaign=post&utm_medium=web

*Airbus is an example of successful industrial policy and the rare European company that is better than its American rival. Could its success be copied elsewhere?*

Jan 6, 2026·Economy
https://open.substack.com/pub/worksinprogress/p/how-airbus-took-off?r=7gd4z&utm_campaign=post&utm_medium=web

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

- **Title: The Fed’s Losing Battle: Bond Vigilantes & the Myth of Lower Rates** - **Source/Speaker:** MacroVoices / Jim Bianco (Bianco Research) - **C...

Dec 22, 2025·Business
MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism
Source
Aswath DamodaranBusinessEconomics
+66 more tags
ArticleBlog / ArticleMacro / EconomicsReport, Blogs & InsightsMarkets & InvestmentsEquity

https://open.substack.com/pub/aswathdamodaran/p/data-update-6-for-2026-in-search?utm_campaign=post-expanded-share&utm_medium=web

Data Update 6 for 2026: In Search of Profitability! | The Business End Game Clarified! | Aswath Damodaran | Feb 17, 2026

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UJ
Feb 19, 2026
Source
EconomyCompaniesBusiness
BusinessPodcastMarkets & Investments
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Macro / Economics
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4 more tags
Report, Blogs & InsightsMarkets & InvestmentsHistoryEurope

https://open.substack.com/pub/worksinprogress/p/how-airbus-took-off?r=7gd4z&utm_campaign=post&utm_medium=web

Airbus is an example of successful industrial policy and the rare European company that is better than its American rival. Could its success be copied elsewhere?

View Full Article
UJ
Jan 6, 2026
US
Monetary Policy

MacroVoices #510 Jim Bianco: From FED Cuts, to inflation, to Gen Z’s Infatuation with Socialism

  • Title: The Fed’s Losing Battle: Bond Vigilantes & the Myth of Lower Rates
  • Source/Speaker: MacroVoices / Jim Bianco (Bianco Research)
  • **C...
View Full Article
UJ
Dec 22, 2025