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Day: October 25, 2021

The Facebook Papers: We’re Not Asking The Right Questions

October 25, 2021November 7, 2021

It’s difficult for me to get excited about the latest deluge of damning revelations about

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23 Comments on The Facebook Papers: We’re Not Asking The Right Questions

‘Persona Non Grata’: Erdogan Recycles Playbook

October 25, 2021October 26, 2021

Last week, following a second consecutive rate cut from Turkey’s hopelessly beholden central bank, I

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1 Comment on ‘Persona Non Grata’: Erdogan Recycles Playbook

Crowded Bearish Rates Trade Poses ‘Major Market Reversal Risk’

October 25, 2021October 30, 2021

Last week, I wrote that seemingly everyone has coalesced around some variation on a bearish

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‘Epidemic’ Is A Relative Term

October 25, 2021October 26, 2021

Traders and investors were greeted by proliferating coverage of China’s latest COVID outbreak as the

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5 Comments on ‘Epidemic’ Is A Relative Term

Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 6, 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

Job Openings Surge In Body Blow To US Soft Landing Hopes

February 1, 2023February 4, 2023

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

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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