Macroeconomics

Oct
07
The Fed can’t cure the chaos

The Fed can’t cure the chaos

The economic crises of the last decade made linear thinking about the economy very unhelpful. But our previous planning failures
3 min read
Aug
05
Monkeypox is no friend of the Fed

Monkeypox is no friend of the Fed

Why Monkeypox? Why now? Monkeypox is now in eighty countries [https://www.cdc.gov/poxvirus/monkeypox/response/2022/world-map.html]
3 min read
Jul
15
How long will herding support crypto?

How long will herding support crypto?

There is widespread concern about Crypto contagion which far exceeds the market capitalization of the crypto world. The crypto market
4 min read
Jun
24
The liquidity quake in crypto

The liquidity quake in crypto

A one-two punch in liquidity is hitting the economy and the prospect of a recession is surging as a result.
3 min read
Jun
17
Now for the economic yoyo

Now for the economic yoyo

The Federal Reserve Bank just raised Fed Funds rates 75 basis points after a shock realization that the economy was
3 min read
May
13
Yes, Terra was very like Lehman Brothers

Yes, Terra was very like Lehman Brothers

The failure of Terra (UST), the stablecoin, was very akin to the Lehman Brothers [https://www.bloomberg.com/news/newsletters/
3 min read
Apr
29
The Federal Reserve - the long view comes into view

The Federal Reserve - the long view comes into view

Dystopian worlds are a favorite subject in science fiction and a nightmare for central banks. As the Federal Reserve heads
3 min read
Apr
22
As Seen on Forbes: Three Tips For Investing in the No-So-Roaring '20s

As Seen on Forbes: Three Tips For Investing in the No-So-Roaring '20s

The decade of the 2020s was supposed to be a mirror image of the gleeful times of the 1920s. It&
Apr
22
Central Bank Digital Currency is not a race? Tell the rest of the world.

Central Bank Digital Currency is not a race? Tell the rest of the world.

Over the last month, we have discussed stablecoin regulation and Central Bank Digital Currencies (CBDCs). These, and other impending regulations
3 min read
Mar
18
Guns, Covid-19, and Inflation

Guns, Covid-19, and Inflation

Europe’s wars are our wars. And the Ukraine war compounds our Covid war, which is still, to varying degrees
4 min read