News From The Final Frontier
I don’t especially enjoy writing about SpaceX. I went through the motions on IPO day
10 Years, Seven Prime Ministers
And it was going so well! That’s sarcasm. It wasn’t going well. Not at all
The Other Kind Of ‘Boom’
With the (hardly insignificant) caveat that as long as margins remain elevated and corporates sustain
It’s Hot, Kevin
The macro docket’s pretty light in the US this week, where that means the only
Boom Looping
The war with Iran’s likely to cost American taxpayers more than $1 trillion, according to
Weekly: The Man Who Said Too Little
I imagine (I hope) this has occurred to someone other than me, but just in
Let’s Not Be Naive About Kevin Warsh
My sense is that analysts are misreading Kevin Warsh. Markets too, perhaps, although you can’t
Restating An Inflation Mandate Does Not A Hawk Make
I think Kevin Warsh will do everything he possibly can to avoid raising rates. Contrary
Peace On Our Dime
Late Wednesday, Donald Trump put Sharpie to page on the final version of a memorandum
Task Forces
Task forces. That’s a summary of what, forgive me, was a somewhat farcical debut for
Warsh Revamps Fed Statement, Ditches Rate Guidance, Snubs Dots
Well, it’s official: Kevin Warsh isn’t Kevin Hassett, which is to say Warsh isn’t the
So, Who Won?
I suppose most readers got the memo. The memorandum of understanding between the US and
America’s Spendthrifts Undeterred By Soaring Gas Prices
Look out: US retail sales are comin’ in hot, goddammit! Nominal spending across the world’s
‘Steadfastly Bullish’
Nearly 200 professional investors who, between them, manage less than half of what Elon Musk’s
Residential Construction Plunges To COVID Panic Levels
I’m a guy who — sad as this is for what it says about my
‘Get Used To It’: China Fails To Brake Investment, Spending Collapse
Don’t worry, it’s all part of the plan. Or part of a plan that aims
A Bull Market In Watershed Moments
Epochal change is everywhere. Have you noticed that? There’s a bull market in tectonic shifts.
The Boring Fundamentals
The fundamentals are sound! How many times have I said that recently amid a US
Monkey Gone to Heaven
Different month, same joke: There’s a “legendary” builder in The White House. That means US
‘Let The Oil Flow!’
A grateful world sang the praises of Donald Trump on Monday, after the FIFA Peace
‘Which Warsh?’ What To Expect From The June FOMC
“Which Kevin Warsh will show up” at this week’s FOMC press conference, Bloomberg Economics wondered.
Kevin Warsh’s Audience Of One
I reckon I’d raise rates. If I were the Fed, I mean. I’d need to
Weekly: Is SpaceX IPO (And Elon Musk, Trillionaire) The Top?
I don’t think the bubble — if that’s what it is — bursts before OpenAI
Are We There Yet? To Peace, I Mean.
Oh, you’re exhausted with reading about a deal (or an “agreement,” or an “arrangement,” or
Moonshot. Literally.
We believe we have identified the largest actionable total addressable market in human history. —
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