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Featured

7 Macro Trends I’m Watching and Their Impact on Inflation

We're facing an inflationary future--demographic decline, climate change, and rising debt will overwhelm the deflationary impact of AI and robotics.

May 8, 2024 8 min read

The zombification of Corporate America

Over the past three weeks, there’s been a lot of discussion of duration-related mark-to-market losses, depositor flight, money market strains, and government interventions pertaining to the banking sector. What I haven’t seen a lot of discussion on is the traditional cause of banking crises: people or firms who

Mar 30, 2023 13 min read

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