Charting the Largest Tariff Hike in Modern History
April 12, 2025, 5:26 p.m.
Bond Vigilantes
April 12, 2025, 11:02 a.m.
After the Fallout: Yields Spiral
April 11, 2025, 3:15 p.m.
Highlights from Amazon CEO Andy Jassy’s annual letter to shareholders (and some charts)
April 11, 2025, 1:31 p.m.
Trade, Tariffs, and Tech
April 7, 2025, 8:41 p.m.
USD No Longer A Reserve Currency (And Why That Doesn't Matter)
April 15, 2025, 12:54 p.m.
Yes Virginia, There Is A Trade War
April 11, 2025, 1:39 p.m.
Sigh, Chaos Continues (11)
April 9, 2025, 12:56 p.m.
It's Not A Real Financial Crisis Until Credit Cracks
April 6, 2025, 11:41 p.m.
Sigh, Chaos Continues (10)
March 27, 2025, 2:08 p.m.
Sigh, Chaos Continues (9)
March 24, 2025, 1:38 p.m.
Comments On "The Mar-A-Lago Accord"
March 17, 2025, 4:04 p.m.
Sigh, Chaos Continues (8)
March 13, 2025, 2:17 p.m.
Revenge Of The Expectations Fairies
March 10, 2025, 5:05 p.m.
Sigh, Chaos Continues (7)
March 7, 2025, 8:09 p.m.
Sigh, Chaos Continues (6)
March 5, 2025, 2:26 p.m.
Sigh, Chaos Continues (5)
March 3, 2025, 8:14 p.m.
Sigh, Chaos Continues (4)
Feb. 28, 2025, 2:58 p.m.
Sigh, Chaos Continues (3)
Feb. 24, 2025, 2:12 p.m.
Sigh, Chaos Continues (2)
Feb. 17, 2025, 2:02 p.m.
Sigh, Chaos Continues
Feb. 10, 2025, 3:07 p.m.
Normalcy Bias In Economic/Financial Research
Feb. 4, 2025, 3:09 p.m.
Canada/U.S. Free Trade, R.I.P.
Feb. 2, 2025, 3:01 p.m.
How I Learned To Stop Worrying And Love Trussonomics 2.0
Jan. 28, 2025, 6:10 p.m.
Oh Noes, Not The Gilt Death Spiral!
Jan. 23, 2025, 3:06 p.m.
Trade War Delayed In Favour Of Grifting
Jan. 20, 2025, 8:52 p.m.
Yield Curve Indicator Still Waiting For A Recession
Jan. 13, 2025, 9:05 p.m.
Yay For The Bond Vigilantes
Jan. 6, 2025, 6:07 p.m.
Happy Holidays!
Dec. 23, 2024, 2:40 p.m.
Banknote Short Follow Up
Dec. 18, 2024, 6:55 p.m.