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Monthly Letter: That’s Great, It Starts With An Earthquake
[Editor's note: Early next month, a new tier of subscription will be available to interested…
Monthly Letter: Addiction Liability And The Roaring Twenties
[Editor's note: Starting in February 2023, I'll be offering a new subscription tier that includes,…
The Tragedy Of America’s $3.5 Trillion In ‘Extra’ Savings
Back in June, I told readers the "sad, sad story" of $3 trillion in pandemic…
The Dawn Of The Great Immoderation
It's a heretical notion, but I'm compelled to repeat it at regular intervals: It's the…
Burning City On A Hill
I've come to despise politics, which is unfortunate because I was raised around political scientists,…
Jeffrey Sachs And The Nord Stream: A Counter-Narrative Case Study
I've long described my raison d'être in terms of the intersection between geopolitics and finance.…