I did some podcasts recently that I think you might enjoy. Or you might hate them. I guess it depends. But I figured you might want to give them a [ … ]

The stock market just had its best month since 1987. And the economy just had one of its worst months ever. How is this possible? What is going on? Is [ … ]

There’s a growing narrative that states should be allowed to default if they can’t fund their spending needs during the pandemic. Let me be very clear about this: THIS IS [ … ]

I was watching CNN the other day when a commentator, discussing the government aid package, said that individuals were only getting $1,200 checks and the rest of the money was [ … ]

Here are some things I think I am thinking about: 1) What’s up with the stock market? There was widespread outrage that the stock market didn’t go all the way [ … ]

Fed Truthers spent much of the last 10 years screaming about how QE would create hyperinflation. When that turned out to be wrong they pivoted and claimed the “inflation” was [ … ]

In my recent research note on COVID I noted two potential scenarios: Short and painful. Basically, 6 months of lockdown with a modestly fast recovery (~15 months). Short-ish and painful. [ … ]

I joined Taylor Schulte from Define Financial to discuss the potential impact of COVID-19. We covered: The recent research paper I published. Two potential scenarios for COVID-19. Why this recession [ … ]

Given the severity of recent events I want to start writing more broadly and providing more in-depth research pieces. I’ll be starting to publish long form letters on topics of [ … ]