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 [ … ]
Category: Most Recent Stories
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. [ … ]
Let’s Talk Some More About Assflation
One of the persistent themes since 2008 is the theory that there has been excessive “asset price inflation”. I’ve talked about this quite a bit before, but it is worth [ … ]
Stocks Don’t “Only Go Up”
It’s become popular during the last year to argue that “stocks only go up”. And yes, it sure feels like that some times. In fact, in the long-term, it’s mostly [ … ]
How Worrisome is the Rise in Interest Rates?
The key to understanding the COVID-19 recession was in understanding that it was an exogenous shock. This made it quite different from your standard recession in the sense that a [ … ]