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Policy Error and Peak Liquidity
#97: FOMC recap, quantitative taper, and bubble watch.
Mar 22
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The Potential of Psychedelics
#96: On the evolving landscape of psychedelic drugs in medical applications.
Mar 15
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O Bubble, Where Art Thou?
#95: Revisiting the equity outlook.
Mar 8
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O Bubble, Where Art Thou?
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Saylor's Quotient
#94: Dumb Luck (Kodak), Big Beats (Celsius), and Perpetual Premiums (MicroStrategy)
Mar 1
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February 2024
Capital One and Consumer Credit
#93: What the Capital One / Discover mega-merger means for subprime lenders.
Feb 23
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Heat Check
#92: Can anything stop this train? Plus an update on the 2024 macro and micro ideas.
Feb 16
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Heat Check
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Arbor Realty 4Q23 Preview
#91: A timely update on the "Bridge to Nowhere..."
Feb 9
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Frank Thoughts
#90: Does monetary plumbing matter? Is credit souring? Will labor crack?
Feb 2
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Frank Thoughts
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January 2024
The Tale of Two Chinas
#89: The Bullish Case from a China Bear
Jan 26
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The Tale of Two Chinas
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The Great Moderation
#88: When Macro Gets Boring.
Jan 19
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A Skeptic's Guide to Bitcoin
#87: On the fiat, cryptocurrency, and the global monetary system.
Jan 12
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The Other Lever
#86: Will the Fed achieve balance sheet normalization in 2024?
Jan 5
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The Other Lever
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