Winter is coming!
November 18, 2022 · 
10 min read
I have been putting a lot of thought into macro considerations of late. There are time periods when … Continue reading “Winter is coming!”
The Great Unknown
March 11, 2022 · 13 minutes
A year ago, in Welcome to the Everything Bubble, I argued that an unprecedented combination of loose monetary … Continue reading “The Great Unknown”
Welcome to the Everything Bubble!
February 9, 2021 · 8 minutes
The warning signs of market mania are everywhere. P/E ratios are high and climbing. Bitcoin rose 300% in … Continue reading “Welcome to the Everything Bubble!”
The Economy: An Optimistic Thought Experiment
July 13, 2012 · 38 minutes
Over the past few years the economist in me has been profoundly pessimistic about the short and medium … Continue reading “The Economy: An Optimistic Thought Experiment”
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