Recessions don’t happen nearly as often as they used to. Maybe we’ve become complacent about econmic volatility.
Macro/Econ
Americans Have Never Been Wealthier & No One is Happy
The median real net worth of American households was up 37% from 2019-2022.
Stop Betting Against America
Good luck betting against America.
Why Are Interest Rates Spiking?
Some theories about the crazy move in bond yields.
How Prepared Are Consumers For a Recession?
An update on the state of the U.S. consumer.
The Pros & Cons of More Volatile Inflation
Why inflation is good and bad at the same time.
Why I’m Not Worried About $1 Trillion in Credit Card Debt
A short history of consumer borrowing and credit card debt in America.
Why Higher Interest Rates Haven’t Mattered (Yet)
Why haven’t interest rates impacted the economy more?
Good News-Bad News About the Economy
Some thoughts about the current state of the markets and economy.
What Happened to the Recession?
How often are we in a recession?