Why everyone is so angry about grocery store prices.
Macro/Econ
Demographics Rules Everything Around Me
How some of the biggest demographic trends are impacting markets & the economy.
Macro is Hard
If Jerome Powell and Paul Tudor Jones can’t forecast the economy why would you?
Can Anyone Challenge the Economic Dominance of the United States?
The U.S. economy is killing it.
This is the Best U.S. Economy Since the 1990s
Allow me some 1990s nostalgia.
The Biggest Risk in 2024
The good and bad of forecasting the future.
The Fed Matters Less Than You Think
These were some of the prevailing narratives from the post-GFC world: We only had a bull market in the 2010s because of the Fed juicing the economy. The only reason tech stocks did well is because of low interest rates. The only reason stocks kept recovering from every correction so quickly is because of the…
5 Questions I Have About the Economy
5 questions I’m pondering at the moment.
Inflation is the Lesser of Two Evils
Inflation is the lesser of two evils.
Seeing Both Sides of the U.S. Economy
Cognitive dissonance in the economic discourse.