Here are some things I think I am thinking about:
Category: Most Recent Stories
Three Things I Think I Think – The More Things Change the More They Stay the Same
Here are some things I think I am thinking about: 1) Markets are crazy, part 2,343,325. I like to say that markets don’t really “cycle” like a sine wave. They [ … ]
Everything Wrong with the “Money Printer Go Brrrr” Meme
You’ve probably seen some version of the following meme in the last few years. In case you haven’t it’s generally used to infer that Jerome Powell is printing money and [ … ]
Three Things I Think I Think – Crypto, Crypto, Crypto
Here are some things I think I am thinking about. 1) So. Much. Crypto. I am about to write a post entirely about crypto. But before I do that I [ … ]
Let’s Talk About Inflation
Whooboy. What a CPI print. Here are some highlights in case you have a life and don’t drool over BLS reports: The all items index experienced its largest increase (4.2%) [ … ]
Three Things I Think I Think – Losing Reserve Currency Status
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 [ … ]
The Scarcity of Money Myth
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 [ … ]
Credo Wealth Interview on the Macro Landscape
I recently joined Deon Guows of Credo Wealth, a $5B wealth management firm in London, to discuss the macro landscape in the years to come. We hit on a huge [ … ]
Three Things I Think I Think – Housing Bubble 2.0, Passive Investing and Hyperinflation
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. [ … ]