A Pause in the Down
March 21, 2025THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
China and Washington’s Monetary/Fiscal Stand Off
December 27, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Trump, Geopolitics, Money
December 6, 2024THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.
Debt, Balance Sheets and Original Thinking
October 11, 2024Inside and outside at the same time. That is the key.
Behind Washington’s China Pivot
July 15, 2024China’s splendid isolation nurtured a particular Chinese self-perception. Chinese elites grew accustomed to the notion that China was unique—not just ‘a great civilization’ among others, but civilization itself.
A Macroeconomic Internet “Bakery”
July 1, 2024Oops…looks like I didn’t send out the link to the actual podcast. Sorry about that.
Disrupting Health Care
June 18, 2024Note to readers: I am offering a sale this week. I started these posts as an experiment three years ago. They have now grown into a conversation with thousands of unpaid subscribers and hundreds of paid ones. I am grateful for each subscription. A service that started at $75 now costs $700 a year. If I could offer a sliding scale based on need, I would. But I can’t. So this week, I am lowering the price to $500 a year, or $1.36 a day. Also, I’m at an investment conference this week and won’t be publishing on Friday.