Some questions I have based on current demographic trends.
Macro/Econ
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…
Inflation at the Grocery Store
Why everyone is so angry about grocery store prices.
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.
