1) The Competition for Worst Ideology is Heating Up There’s a battle of bad ideologies going on around the debt ceiling debate. Unfortunately, this is a microcosm of what has [ … ]

Here’s the first batch of answers from the Ask Me Anything. We covered a lot of ground in here including my view on factor investing, the FIRE movement, asset allocation [ … ]

We are going to do a new 3 Minute Macro “Ask Me Anything” edition. It should be out next week or so. Please use the comments below to ask me [ … ]

Here are some things I think I am thinking about: 1) The 3 Most Important Charts Today We posted a new 3 Minute Macro video about the three most important [ … ]

Here are some things I think I am thinking about: 1) 2023, the Year of Disinflation? In my annual outlook I said that 2023 was going to be the year [ … ]

Here are some of my favorite posts from 2022. It was a busy year with my young kids so I didn’t write as much as I had hoped, but one [ … ]

Here is our 2023 investment outlook. I did this a little differently this year by providing a scenario analysis with different probability distributions. I think this is a much better [ … ]

By the age of 30 I was financially independent. My business was self sustaining, I enjoyed my work immensely and no one could tell me what to do. I wrote [ … ]

Here’s a new edition of 3 Minute Macro on the topic of Eurodollars. Eurodollars are a somewhat opaque part of the financial world, but have become increasingly important in the [ … ]