Economic nerds are converging on Jackson Hole for their (our?) annual meeting and the big story of the event will be a controversial opinion by Larry Summers, which he laid [ … ]
Category: Most Recent Stories
Let’s Get Inverted
Alright, nerds. It’s time to put on our thinking caps and fill up our pocket protectors. We’re gonna talk about inverted yield curves. First things first – What is an [ … ]
Three Things I Think I Think – Recession Alert Edition
Here are some things I think I am thinking about.
How I Think of the Stock Market During its Ups and Downs
I’ve previously written about how I like to think of stocks as bonds. Of course, I know this is a bit of overreach, but it’s a useful exercise when putting [ … ]
Three Things I Think I Think – Rate Cut Edition
It’s almost the weekend, folks. Hang in there a few more hours. In the meantime, here are some things I think I am thinking about: 1) The Fed did whaaaat? [ … ]
Three Things I Think I Think – Negative Rates and Stuff
Here are some things I think I am thinking about: 1) Q2 GDP – more of the same. Second quarter GDP came in at 2.1%. Pretty weak. But more of [ … ]
The Myth of Capital Vs Labor
We often categorize things in finance and economics in a binary manner for ease of understanding. Reality is never that simple though and the truth is rarely black or white [ … ]
Seeing Both Sides of the Argument
Here was another fun question this week from Tadas at Abnormal Returns: Question: What have you learned in the past year (or so) that genuinely surprised you? Or said another way, [ … ]
Will Active ETFs Save Active Management?
Here’s Tadas again with a good question for a bunch of influential financial thinkers, and also me: Question: Traditional active management is dying a slow, painful death. Is the introduction of [ … ]