#39: On Rates and Affordability in the U.S. Housing Market.
7
#38: On Roulette, Volatility, and the Death of the Tails.
36
#37: Creative solutions to circumvent the debt ceiling.
36
#36: Insiders, Outsiders, and the Great Pandemic Bubble.
36

December 2022

#35: On the Treasury General Account, the debt ceiling showdown, and implications for the market.
17
#34: Reflections on 2022 and thoughts on the year ahead.
49
#33: On the Fed's losses, Treasury remittances, and implications for policy.
16
#32: Bracing for a reversal in rates, stocks, and volatility
12
#31: Valuation, Sources & Uses, Buyout Model, and Sensitivities
30

November 2022

#30: Food for Thought this Thanksgiving
35
#29: On Money Supply and the Fishtailing Fed
35
#28: Re-examining Stablecoins.
16