the duality of data and the concept of resets
90
22
what 75 bps and monetary policy really means
70
5
Kremlin Imperialism, energy markets, and geopolitics
41
6
Are we manifesting a recession?
47
2
things are different but they aren't
and
16
7
On UST, inflation, and the Federal Reserve
30
2
Crypto, housing, Zoltan, dollar dominance, and of course, Elon Musk
35
6
crypto bad vs crypto good
31
12
Geopolitics, inflation, the Federal Reserve, markets, and the economy
36
4
The Federal Reserve and web3
25
8
Elon Musk, Netflix, the yen, and economic fragmentation
27
2
regulation is very important
27
6