The contrarian case for Europe.
Macro/Econ
The Bottom 50%
A closer look at the pandemic economic fortunes of the bottom 50%.
The Relationship Between Wages & Inflation
A historical look at wage growth vs. inflation in the United States.
4 Economic Charts That Might Surprise You
Some charts on inflation, generational income, generational wealth and oild production.
Hedging Against World War III
Hedging against geopolitical risk.
The Destiny of Demographics
Some questions I have based on current demographic trends.
The Psychology of Inflation
Inflationary loss aversion stings.
Is Auto Insurance Becoming a Crisis?
Why are auto insurance rates screaming higher?
Two Things I’m Not Worried About
Why I’m not all that worried about stock market concentration or government debt levels.
How Bad is Wealth Inequality in America?
Last week I wrote about how the collective net worth of Americans is at a new all-time high. A reader asked a fair follow-up question: I’d be interested in seeing the concentration of that net worth though…I’m guessing it’s an inverted direction. Just because many households are richer than ever doesn’t mean all of them…