People are living longer. Why this offers both risk and opportunity in the coming years.
Macro/Econ
The Awful Economy Paul Volcker Inherited in 1979
The 2007-2009 economic crisis was an all-time horrible situation not only for all of us normal people who had to live through it but also those central bankers who had to figure out how to save a sinking ship. They basically threw the kitchen sink at the problem and we’re all better off for it…
Jimmy Hoffa & General Motors: When Labor Ruled the World
How Jimmy Hoffa and General Motors gave workers the upper hand in the 1960s.
Does This Make Any Sense?
What’s the right ratio between population size, economy size, and equity market cap?
Would the Stock Market Crash if Elizabeth Warren Became President?
Billionaires are worried about Elizabeth Warren becoming president.
U.S. Household Debt Isn’t As Bad as You Think
Putting household debt into perspective.
Will We Ever See Another Great Depression?
The Great Depression was such a massive event it’s hard to see that ever happening again.
Everything You Need to Know About Recessions
How you should think about recessions in the context of your portfolio.
World War II: The Economic Anomaly
How World War II changed the economic landscape.
Why “The Economy” is Still Relatively New
The modern financial system is still in its infancy in many ways. This is why making historical comparisons between now and even 100 years ago or so becomes difficult. Things have changed rapidly in terms of the maturity, size, and scale of the economy. In this piece I wrote for Fortune, I look at this…
