6 questions I’m pondering at the moment.
Macro/Econ
Something I Was Wrong About
How is the government going to afford higher interest rates on its debt?
Why I Remain Bullish on the United States of America
Following the Great Financial Crisis of 2008 a number of macro doom-and-gloomers began predicting a collapse of the U.S. dollar. The Fed was “printing” trillions of dollars. Interest rates had never been that low before. It was an appealing narrative if you were someone stuck in the negative feedback loop of the biggest economic crash…
Interest Rates vs. Inflation
What’s better: high inflation+high rates or high inflation+low rates?
Tough Talk From the Fed
Why the Fed is like your friend at the bar who is always trying to start a fight.
6 Questions About the Market & the Economy
6 questions from a radio interview I had this week.
The Michael Scott Economy
The snip-snap economy.
The Last Time Inflation Was This High
Similarities and differences between now and the inflationary 1970s and early–1980s.
The Biggest Argument in Finance Right Now
What if GDP contracts for two quarters but we don’t technically go into a recession?
The Present & the Past of Inflation
Having an open mind about what comes next with inflation.