From Paul Fenner at The Emotional Balance Sheet Podcast: Am I providing my family with the best possible life I can? That was the question that Cullen Roche, an accomplished [ … ]
There’s No Fed “Pivot” Coming
When you pivot in basketball you have full control of the ball and the future outcomes. A pivot can be an effective tool in changing the course of your controlled [ … ]
Three Things I Think I Think – Cramer, The Economics of Home Runs & The Bear Market
Here are some things I think I am thinking about: 1) The Jim Cramer ETFs. A firm has launched a set of inverse and long Jim Cramer ETFs. The basic [ … ]
Do Bonds and Taxes Fund Government Spending?
Mainstream macroeconomics tells us that governments need to sell bonds to fund their spending. That is, they obtain money by selling bonds. This removes liquidity and “sterilizes” the impact of [ … ]
Housekeeping: Email Subscription Updates
Just a quick note here in case you noticed the new email subscription feed. Google recently killed Feedburner so we moved everything over to FollowIt. We were informed that the [ … ]
Will the Fed Overtighten and Crash the Global Economy?
Is the Federal Reserve tightening policy too far and too fast? In this video we discuss how the monetary policy transmission mechanism works, how it’s impacting the global economy today [ … ]
Three Things I Think I Think – It’s Breaking
Here are some things I think I am thinking about. 1. T-Bills at 4% are a screaming deal. Back in another life when I ran my hedge fund I was [ … ]
Everything Investors Need to Know About the Federal Reserve
Here’s a good podcast I did earlier this month about Monetary Policy and the Federal Reserve. Jack and Justin are great friends of mine and run an excellent podcast called [ … ]
Will the Surging Dollar Crash the Global Economy?
Here’s a new 3 Minute Macro. In this video I discuss the implications of the surging US Dollar: Why is the USD surging despite rising inflation? What does this signal [ … ]