ECB | Constâncio | MS Wilson | BoE
Wall Street perma-bear Mike Wilson continues to perpetuate a false narrative. Things on our radar screens
De-dollarization | Threads vs Twitter | Inflation-yields
Our quick examination of Meta’s new Threads social platform against Twitter. Paul Krugman on de-dollarization.
US economy | How did Volcker kill inflation?
Alan Blinder asked Paul Volcker how monetary policy broke back of the 1970/80s US inflation surge. Is more QT appropriate if inflation doesn’t come down?
US Jobs/Inflation | US-China cyberwars | Quantum supremacy
Is China or the US winning the race towards quantum supremacy?
Trade Book 2023 Q3: The Coming Rebound In The Housing Market And Inflation
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Bridgewater & AI | Elon-Zuck fight | Alan Blinder
Bridgewater co-CIO discusses the use of AI and large language models for investing.
US economy | The (real) experts worth following
Who are the real experts on the US economy that also called it right?
Russia | Amazon economics | BoE | Markets
Amazon Chief Economist on supply chains. Mark Galeotti on Putin and the Kremlin’s future
Buy S&P Puts—Equity Rally Overdone
My last piece on buying S&P puts
Druckenmiller | De-dollarization | PMI | Options market
Summary of NY Fed conference on de-dollarization. Options market technicals for month-end