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Year: 2021

This Crisis Requires Genuine Social Change

December 31, 2021June 12, 2022

[Editor’s note: In “The Cost Of Procrastination: America’s Broken Economy,” I compared the haphazard character

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2 Comments on This Crisis Requires Genuine Social Change

The Best (And Simplest) Bear Case For Bulletproof Stocks

December 31, 2021January 2, 2022

It’s fair to suggest the macro consensus headed into 2022 is that inflation will remain

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2 Comments on The Best (And Simplest) Bear Case For Bulletproof Stocks

World’s Wealthiest 10 Now $729 Billion Richer Since Pandemic

December 31, 2021January 20, 2022

2021 was another good year to be rich. Every New Year’s Eve, I refresh the

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2 Comments on World’s Wealthiest 10 Now $729 Billion Richer Since Pandemic

The Cost Of Procrastination: America’s Broken Economy

December 30, 2021February 1, 2022

“Whatever availability you put down when I hired you is what I expect,” a self-important

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10 Comments on The Cost Of Procrastination: America’s Broken Economy

The Tragedy Of Inflation Inequality (By The Numbers)

December 30, 2021January 2, 2022

Whenever I get the feeling I’ve talked too much about so-called “K-shaped” inflation (the phenomenon

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7 Comments on The Tragedy Of Inflation Inequality (By The Numbers)

US Jobless Claims Trendline Falls Below 200,000

December 30, 2021January 2, 2022

US jobless claims hovered near a 50-year low in the week through Christmas Day. Initial

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Leave a Comment on US Jobless Claims Trendline Falls Below 200,000

Comatose

December 30, 2021December 31, 2021

Markets felt comatose Thursday. Within whatever scant coverage you managed to run across, there was

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8 Comments on Comatose

Why Goldman Expects Inflation To Settle Down In 2022

December 29, 2021January 5, 2022

If at first you don’t succeed. Around this time last year, Goldman’s economic team projected

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3 Comments on Why Goldman Expects Inflation To Settle Down In 2022

Howard Marks’s ‘Perpetual Motion Machine’ In The Pandemic Era

December 29, 2021December 30, 2021

Back in 2017, long before I stopped reading his memos, Howard Marks delivered one of

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3 Comments on Howard Marks’s ‘Perpetual Motion Machine’ In The Pandemic Era

Black Sheep In Hong Kong

December 29, 2021January 5, 2022

Meanwhile, in Hong Kong. Stand News, a pro-democracy holdout, became the latest casualty of Xi’s

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8 Comments on Black Sheep In Hong Kong

Two Economic Arguments You Probably Shouldn’t Make

December 28, 2021January 1, 2022

Some things are obvious, but for various reasons, we choose to ignore them. For example,

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7 Comments on Two Economic Arguments You Probably Shouldn’t Make

In Red-Hot US Housing Market, 19% Surge Counts As ‘Cool’

December 28, 2021January 1, 2022

The rate of appreciation in US home prices is slowing. Albeit only slightly. I’m not

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1 Comment on In Red-Hot US Housing Market, 19% Surge Counts As ‘Cool’

Wall Street, Fed Too Optimistic On US Economy, One Bank Says

December 28, 2021December 29, 2021

The apparent demise of Build Back Better will deal a blow to an already waning

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1 Comment on Wall Street, Fed Too Optimistic On US Economy, One Bank Says

‘Living With It’: Record Stocks, Record COVID

December 28, 2021January 3, 2022

It’s an odd pairing. Record high equities and record high COVID cases, I mean. That’s

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1 Comment on ‘Living With It’: Record Stocks, Record COVID

Everyone Loves A Rally

December 27, 2021December 28, 2021

“We like this,” one CIO said, on the first day of the last week of

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4 Comments on Everyone Loves A Rally

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 6, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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  • JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
    JPMorgan Warns Risks Shifting Towards Even Higher Rate Peaks
  • Is 'American Utopia' A Macro Illusion?
    Is 'American Utopia' A Macro Illusion?

Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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