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Aug 3, 2023
The economy clearly isn’t reacting in the usual way to the Fed’s tightening; it is much stronger than normal and stronger than expected. Why is that? The answer is in the data...
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Apr 29, 2023
In my last post, I described the big cycle template, consisting of the five major forces. Today’s post is the follow-up I promised, focusing on the great power conflict and...
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Mar 15, 2023
I've been doing an AMA on social media and getting a lot of great questions I've been sharing here. Here are some thoughts I had in response to a question about Silicon Valley Bank.
Aug 3, 2023The economy clearly isn’t reacting in the usual way to the Fed’s tightening; it is much stronger than normal and stronger than expected. Why is that? The answer is in the data...
Apr 29, 2023In my last post, I described the big cycle template, consisting of the five major forces. Today’s post is the follow-up I promised, focusing on the great power conflict and...
Mar 15, 2023I've been doing an AMA on social media and getting a lot of great questions I've been sharing here. Here are some thoughts I had in response to a question about Silicon Valley Bank.