Here are some things I think I am thinking about. 1. Is the Fed “Playing with Fire”? Stan Druckenmiller had an op-ed in the WSJ about how Fed policy has [ … ]
Here are some things I think I am thinking about: Is the Housing Market a Bubble (Again)? I’m starting to see a lot of chatter about a housing bubble 2.0. [ … ]
“Stocks are overvalued and risky. Bonds yield nothing and expose you to interest rate risk. So you need to invest in alternative assets.” – Pretty Much Everyone I am a [ … ]
Recent forum posts
I’m here to ruin some long running narratives. I apologize in advance. Money is not scarce. It never has been and it never will be. More importantly, scarcity of money [ … ]
The recent craziness in Gamestop has resulted in a lot of hot takes on short selling. I have the hottest takes, of course, so let’s dive into this a bit [ … ]
It’s the Monday following the second leg of the Triple Crown and a whole bunch of people lost money betting on the Preakness. Like the stock market, the allure of [ … ]
One of the top ranked all-time papers on the SSRN databse – Understanding the Modern Monetary System.