Why air conditioning is one of the most important economic innovations ever.

How to predict a recession just like an economist.

Keep politics out of your portfolio.

An update on the state of the U.S. consumer balance sheet.

The contrarian case for Europe.

A closer look at the pandemic economic fortunes of the bottom 50%.

A historical look at wage growth vs. inflation in the United States.

Some charts on inflation, generational income, generational wealth and oild production.

Hedging against geopolitical risk.