I think we need to follow this issue. It is a perfect intersection of energy security, foreign policy and financial issues that are very important for Europe and the US.
This post was first published on Patreon on 22 Jun 2018I was just having an email exchange with Marshall Auerback and a hedge fund friend of ours about immigration. And I thought I would share some of my thoughts on this given what's…
This report shows the US economy in a good way. In terms of things the Fed watches, both employment and inflation look good.
Note: This post first appeared on Patreon on 30 May 2018After I wrote the last post, Kent Willard made a really good comment about service sector jobs versus goods-producing jobs that I want to expand upon. He said "there's a growing…
I want to make the case for thinking about the next recession now. And I lot of this goes back to what I wrote last November about now being the most dangerous period in the business cycle. Here's the basic framing.