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Great News on the Inflation Front
Underlying inflation has cooled
Sep 4
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Great News on the Inflation Front
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August 2023
The Fed deserves credit for the disinflation
Sorry, Paul Krugman
Aug 13
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The Fed deserves credit for the disinflation
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July 2023
The Logic of the Chips Escalation
The cyber threat to nuclear command and control
Jul 23
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The Logic of the Chips Escalation
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Is the US Stronger than China?
On the dangers of the GDP fetish
Jul 2
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Is the US Stronger than China?
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May 2023
How Oversold Are Regional Bank Stocks?
Bargain basement prices won't last long
May 4
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How Oversold Are Regional Bank Stocks?
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April 2023
Here's Proof that Extreme Poverty Statistics are Unreliable
Quantifying the World Bank bias
Apr 29
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Here's Proof that Extreme Poverty Statistics are Unreliable
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March 2023
The Strategic Implications of a Tripolar Nuclear Order
On the instability of a tripolar world
Mar 28
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The Strategic Implications of a Tripolar Nuclear Order
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Bank Stocks Are Oversold
Regional bank stocks are especially cheap
Mar 16
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Bank Stocks Are Oversold
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Biden Needs a Foreign Policy Reset
Sino-American relations are too important to bungle
Mar 11
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Biden Needs a Foreign Policy Reset
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The Geography of Despair
Deindustrialization is not the culprit
Mar 9
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The Geography of Despair
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Betting-Against-Beta is Over
Probably due to post-GFC funding constraints
Mar 4
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Betting-Against-Beta is Over
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February 2023
A Janus-Faced Administration
Has the contrast ever been greater?
Feb 27
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A Janus-Faced Administration
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