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Do We Need a Recession?
the duality of data and the concept of resets
kyla scanlon
Jun 4
90
22
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Do We Need a Recession?
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People are What Matters, Actually
what 75 bps and monetary policy really means
kyla scanlon
Jun 18
70
5
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People are What Matters, Actually
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A Brief Update on Russia and Ukraine
Kremlin Imperialism, energy markets, and geopolitics
kyla scanlon
Feb 22
41
6
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A Brief Update on Russia and Ukraine
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The Vibecession: The Self-Fulfilling Prophecy
Are we manifesting a recession?
kyla scanlon
Jun 30
47
2
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The Vibecession: The Self-Fulfilling Prophecy
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Q&A: Wealth Concentration, the 1970s, and Stagflation
things are different but they aren't
kyla scanlon
and
Joseph Politano
Apr 8
16
7
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Q&A: Wealth Concentration, the 1970s, and Stagflation
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UST and USD: Everything is Monetary Policy
On UST, inflation, and the Federal Reserve
kyla scanlon
May 12
30
2
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UST and USD: Everything is Monetary Policy
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The Disruption of Stability
Crypto, housing, Zoltan, dollar dominance, and of course, Elon Musk
kyla scanlon
Apr 14
35
6
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The Disruption of Stability
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The Polarization of Crypto Narrative
crypto bad vs crypto good
kyla scanlon
Feb 3
31
12
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The Polarization of Crypto Narrative
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On Market Movement
Geopolitics, inflation, the Federal Reserve, markets, and the economy
kyla scanlon
Jan 25
36
4
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On Market Movement
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On Narrative, Reflexivity, and Energy Markets
The Federal Reserve and web3
kyla scanlon
Jan 10
25
8
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Narratives, Reflexivity, and Market Go Down
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The F*ck Around and Find Out Quadrant
Elon Musk, Netflix, the yen, and economic fragmentation
kyla scanlon
Apr 21
27
2
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The F*ck Around and Find Out Quadrant
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Food Insecurity and the Baby Formula Crisis
regulation is very important
kyla scanlon
May 23
27
6
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Food Insecurity and the Baby Formula Crisis
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