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Category: Featured

Old News

May 11, 2025

For whatever it’s worth to you in the context of a hopelessly indeterminate US macro

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2 Comments on Old News

‘Great Progress’

May 11, 2025May 11, 2025

US-China trade headlines will undoubtedly dominate the news flow in the days ahead. “GREAT PROGRESS”

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11 Comments on ‘Great Progress’

Providing For The Public Good

May 10, 2025May 10, 2025

JD Vance and Marco Rubio — it’s probably more accurate to say Marco Rubio and

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9 Comments on Providing For The Public Good

As Productivity Falters, Economists Ponder A.I. Devil’s Bargain

May 9, 2025

Before Donald Trump’s trade war gave it the Dusko Markovic shove, AI was the only

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10 Comments on As Productivity Falters, Economists Ponder A.I. Devil’s Bargain

How The Supreme Court Could Trigger A Financial Meltdown

April 18, 2025April 19, 2025

I hope — really I do — that markets aren’t forced to grapple this year

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7 Comments on How The Supreme Court Could Trigger A Financial Meltdown

Zuck Dodges AI Selloff On ‘DeepSeek Of The West’ Hype

January 28, 2025

One of the more interesting aspects of the early-week DeepSeek panic on Wall Street was

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2 Comments on Zuck Dodges AI Selloff On ‘DeepSeek Of The West’ Hype

Time To Catch The Falling Bond Knife?

January 8, 2025

It might be time to buy the bonds. I don’t know. Not investment advice. Do

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5 Comments on Time To Catch The Falling Bond Knife?

Heretical Heterodoxy

May 2, 2024May 20, 2024

If Jerome Powell made anything clear during his May 1 press conference (and I’m not

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9 Comments on Heretical Heterodoxy

Dynamics Of A ‘Never-Ending Stock Melt-Up’

February 23, 2024February 23, 2024

“A never-ending melt-up in index.” That’s what befuddled bears were pondering by the end of

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1 Comment on Dynamics Of A ‘Never-Ending Stock Melt-Up’

OECD Update Underscores US-China Economic Divergence

September 19, 2023

The OECD is concerned about the outlook for the global economy. That’s a tautology depending

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The IPO Market Lives!

September 16, 2023September 16, 2023

The post-pandemic ECM bonanza came to a screeching halt in 2022 as the Fed ratcheted

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Breaking The Weak To Brake Inflation

April 21, 2023April 21, 2023

It’s fine unless you need new financing. That applies in a lot of contexts right

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2 Comments on Breaking The Weak To Brake Inflation

Monthly Letter+

  • Dope

Weekly+

  • An Uninformed Decision

Recent Comments

  • John L on ‘Great Progress’
  • Edward Smith on Old News
  • John L on ‘Great Progress’
  • hookandgo on ‘Great Progress’

Monthly Letters

Dope

May 3, 2025May 9, 2025

The Great Depression

March 31, 2025March 31, 2025

The Devil’s Greatest Trick

March 1, 2025March 12, 2025

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