May 17, 20234 minThe Doomsday BookWhat will happen with a US default? Hard to say, but some of the damage is already done.
May 11, 20233 minThe Cockfight We DeserveWith the polarization of politics, government has turned into theater, and we did it to ourselves.
May 10, 20234 minHow Strong is the Russian Economy? Decoupling of the Russian economy won't do more to global markets that it already has. Decoupling of China will be miserable.
Apr 18, 20233 minWhy So Glum?Why we so glum about our economic future? The danger isn’t so much the economy, but trying to fix it.
Apr 5, 20234 minA New Oil BlockThe new deal between Saudi Arabia and Iran will bring stability to the region, but won't do long term energy security and prices any good.
Mar 31, 20232 minSo, I made LimoncelloYou bought the wife a sous-vide, then do something useful with it and make some limoncello.
Mar 23, 20232 minGuesswork, Almost.Banking scares go both ways - as deposits and credit disappears. The panic was the sound of something breaking.
Mar 23, 20233 minOh Snap!Intervention, Intervention, Intervention. At what point do we let events run their natural course.