“Mornin’ sunshine.” She smirked. I picked her up at the Starbucks attached to the Tuckahoe
Category: Monthly Letter
Deterioration, Dissolution And Default
“The contested 2020 presidential election, brinkmanship over the debt limit to advance political agendas and
Reinventing Wheels
“Is that ready?” It was 4:45 AM, or thereabouts. Kazakhstan had floated the tenge, and
Lost At Sea
“There’s nothing there for you. You know that, right?” She was on her second glass
Exiles On Main Street
“He lost his job during the pandemic and hasn’t tried to get a new one
That’s Great, It Starts With An Earthquake
A running joke during the four-decade bond bull market was analysts’ penchant for suggesting yields
Addiction Liability And The Roaring Twenties
For the better part of a dozen years after the financial crisis, central banks were
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