Ken Rogoff took to the WSJ yesterday to explain why the infamous Dow 36,000 prediction wasn’t wrong. He writes: Their simple policy advice: Buy a diversified portfolio of stocks, and [ … ]
Three Things I Think I Think – It’s Crypto All The Way Down….
It’s all anyone can talk about these days so I guess it’s all I can think about….crypto, crypto, crypto.¹ 1) El Salvador and Bitcoin. El Salvador officially adopted Bitcoin as [ … ]
Three Things I Think I Think – Everything Goes to Zero in the Long Run
Here are some things I think I am thinking about:
Three Things I Think I Think – I See Dead Mutual Funds
Here are some things I think I am thinking about. 1) I see dead people. I mean, dead mutual funds. Back in 2012 I wrote an article about how horrible [ … ]
Should House Prices be in the CPI?
The rapid rise in house prices has stirred up the old debate debate about how the BLS calculates housing’s contribution to the CPI. This is no small debate since the [ … ]
Three Things I Think I Think – Some Weekend Reading
Here are some things I think I am thinking about: 1) Weimar Inflation! I was back home last week to see my family in DC and boy was that nice. [ … ]
The Investors Podcast – Masterclass in Inflation
I joined The Investor’s Podcast for a special Masterclass in Inflation. I hope you enjoy.
Three Things I Think I Think – Deep Weekend Thoughts
1) How About That Jobs Report? Wowzers. That was something else. Yesterday’s Jobs Report was huge figure after huge figure. The unemployment rate collapsed to 5.4% and the US economy added [ … ]
Three Things I Think I Think – Macro Thoughts
Here are some things I think I am thinking about: