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From the Financial Crisis of 2008, to the Covid crash and subsequent run up, rampant inflation, geopolitical turmoil... the decade-long run of the FAANG trade, and more…
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More Free Research
07
Jul
03
Jul
The World Isn't Ending
China Is Not Going to Invade Taiwan
This marks our 10th issue. By now, hopefully you have a sense that I’m rarely glib or overconfident in my analysis. I develop scenarios rather than make forecasts, and I prize nuance over the black-and-white “certainty” that algorithms reward.
02
Jul
01
Jul
Thoughts from the Frontline
Inflation Sinks Deeper
When we talk about inflation, the conversation usually centers on periods (like now) when inflation is especially high. Those are certainly problematic. But we can overlook a possibly bigger problem: other than a few short breaks, you and I have never seen a time when inflation wasn’t rising. Inflation isn’t some problem that pops up occasionally. Inflation has become normal – so normal we let it accumulate for years without complaint.
26
Jun
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Every week, Ed D'Agostino—our publisher and COO—interviews leading economic, geopolitical, and investment experts to help you get ahead of major trends and market shifts.
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