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Category: months best

The Tragedy Of America’s $3.5 Trillion In ‘Extra’ Savings

November 29, 2022November 30, 2022

Back in June, I told readers the “sad, sad story” of $3 trillion in pandemic

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14 Comments on The Tragedy Of America’s $3.5 Trillion In ‘Extra’ Savings

The Dawn Of The Great Immoderation

November 5, 2022November 14, 2022

It’s a heretical notion, but I’m compelled to repeat it at regular intervals: It’s the

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19 Comments on The Dawn Of The Great Immoderation

Burning City On A Hill

November 2, 2022November 14, 2022

I’ve come to despise politics, which is unfortunate because I was raised around political scientists,

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63 Comments on Burning City On A Hill

Jeffrey Sachs And The Nord Stream: A Counter-Narrative Case Study

October 6, 2022October 7, 2022

I’ve long described my raison d’être in terms of the intersection between geopolitics and finance.

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22 Comments on Jeffrey Sachs And The Nord Stream: A Counter-Narrative Case Study

What If ‘Normal’ Isn’t What We Think It Is?

September 1, 2022September 2, 2022

The past two years prompted quite a bit of soul-searching for humanity, and particularly for

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17 Comments on What If ‘Normal’ Isn’t What We Think It Is?

300 Million Hamsters

August 3, 2022August 20, 2022

Has the Fed regained its credibility as a check on inflation? That’s the question. Answers

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48 Comments on 300 Million Hamsters

Pozsar: Powell Would Risk US Depression To Slay Inflation

August 2, 2022September 18, 2022

Zoltan Pozsar has a subtle suggestion for those attempting to forecast inflation: Consider the possibility

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22 Comments on Pozsar: Powell Would Risk US Depression To Slay Inflation

Wages, Prices And A System In Crisis

June 29, 2022July 1, 2022

Alarmist “wage-price spiral” rhetoric is a fixture of the economic news cycle in 2022. Scarcely

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12 Comments on Wages, Prices And A System In Crisis

The Sad, Sad Story Of $3 Trillion In Pandemic Savings

June 20, 2022July 2, 2022

You’ve heard it again and again: Major developed economies, including and especially the world’s largest,

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12 Comments on The Sad, Sad Story Of $3 Trillion In Pandemic Savings

Is Decentralized Finance Imploding?

May 29, 2022May 30, 2022

“You can’t issue unlicensed securities and use your friends as the underwriters,” I told someone

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13 Comments on Is Decentralized Finance Imploding?

Ethereum Fever Dream Crippled Our Economy. It’s Time We Wake Up

May 13, 2022May 25, 2022

On August 11, 2021, a USA Today article featured the headline, “Millennials are quitting jobs

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40 Comments on Ethereum Fever Dream Crippled Our Economy. It’s Time We Wake Up

We Built A ‘Doomsday Momentum Machine.’ Now It’s Blowing Up

May 6, 2022May 8, 2022

During the vicious, tech-led selloff that wiped away a fleeting, post-FOMC bounce in US equities,

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6 Comments on We Built A ‘Doomsday Momentum Machine.’ Now It’s Blowing Up

With Twitter Deal, Musk Vies For Surveillance Capitalist Crown

April 25, 2022May 2, 2022

Surveillance capitalism operates through unprecedented asymmetries in knowledge and the power that accrues to knowledge.

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10 Comments on With Twitter Deal, Musk Vies For Surveillance Capitalist Crown

Russia, The Dollar And The Real Realpolitik

April 5, 2022April 19, 2022

Janet Yellen may force Russia and, in some cases, the country’s corporate sector, into default.

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22 Comments on Russia, The Dollar And The Real Realpolitik

Three Months In Web3: What I Learned

March 26, 2022May 28, 2022

“There’s something apocalyptic about it,” someone told me this week. We weren’t talking about the

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19 Comments on Three Months In Web3: What I Learned

The Petroyuan And ApeCoin: Fables Of The Dollar Deconstruction

March 19, 2022April 6, 2022

A few days ago, market participants were treated to a new version of an old

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23 Comments on The Petroyuan And ApeCoin: Fables Of The Dollar Deconstruction

You Don’t Want A Crypto Future. You Just Think You Do

March 16, 2022March 17, 2022

In the weeks since the West moved to seize Russia’s foreign currency reserves, (too) many

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11 Comments on You Don’t Want A Crypto Future. You Just Think You Do

We Built The World Wrong

February 18, 2022February 20, 2022

Two days after publication, Zoltan Pozsar’s latest “dispatch” was still circulating and otherwise prompting discussion

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10 Comments on We Built The World Wrong

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

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

Pyramid Scheme

December 18, 2021December 20, 2021

In the three weeks following the Thanksgiving holiday in US, investors were subjected to a

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31 Comments on Pyramid Scheme

No, ‘Americans’ Didn’t Get $34 Trillion Richer During Pandemic

December 11, 2021January 23, 2022

Earlier this week, one widely-followed reporter at a mainstream financial media outlet took to Twitter

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9 Comments on No, ‘Americans’ Didn’t Get $34 Trillion Richer During Pandemic

Redefining Philanthropy In The Age Of Musk

November 1, 2021November 3, 2021

Every week brings new evidence to support the contention that humanity is moving rapidly towards

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10 Comments on Redefining Philanthropy In The Age Of Musk

Elon Musk And Our Future In Irrelevance

October 26, 2021November 22, 2021

Because much of this wealth is tied up in stock, society benefits not via compulsory

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16 Comments on Elon Musk And Our Future In Irrelevance

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

America’s Economic Divide In Two Stories

October 9, 2021October 13, 2021

What matters for real people is the effect on families. That’s my generalized assessment of

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10 Comments on America’s Economic Divide In Two Stories

Cost-Benefit Analysis In A Failing Economic System

August 25, 2021September 11, 2021

“This column does not necessarily reflect the opinion of the editorial board or Bloomberg LP

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9 Comments on Cost-Benefit Analysis In A Failing Economic System

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Monthly Letter+

  • Lost At Sea

    March 11, 2023March 11, 2023

Week’s News

Indictment Day

March 30, 2023March 31, 2023

Money Market Magnet Attracts $5.2 Trillion

March 30, 2023March 31, 2023

The ChatGPT Bubble Is Here: $300K For ‘AI Whisperers’

March 29, 2023March 30, 2023

The Long, Docile Bear

March 28, 2023March 30, 2023

Great American Deposit Debate Spotlights Legislative Gridlock

March 27, 2023March 28, 2023

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Recent Comments

  • Mr. Lucky on The Entertainment Business
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  • Ethan Fanshel on Bear Stearns Or LTCM? Fate Of Stocks Depends On The Answer
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Monthly Letters

Lost At Sea

March 11, 2023March 11, 2023

Exiles On Main Street

February 4, 2023March 11, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

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