MiB: Adam Posen, Peterson Institute
This week, we speak with Adam S. Posen, president of the Peterson Institute for International Economics. Over the course of his career,...
10 Weekend Reads
The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat where you can see the turning leaves, and get ready for our...
Succinct Summation of Week’s Events 11.6.20
Succinct Summations for the week ending November 6th, 2020 Positives: 1. Markets rally strongly for the week on [insert favorite...
Markets Are Bigger Than Politics
Total Nonfarm Employees: Where does each admin begin or end? Source: FRED A quick note this AM about an important issue I...
10 Friday AM Reads
My end of week morning train WFH reads: • How Vote-Counting Became a Job for the States The Constitution’s framers took pains to keep...
2022 Hummer EV
The Hummer — a gas-guzzling, military-based, oversized symbol of excess, retired by GM in 2010 — has been reborn as an...
Choose Your Market Narrative
I have on occasion mentioned our tendency to combine hindsight bias and narrative fallacy in a way that is dangerous...
10 Thursday AM Reads
My morning train WFH reads: • Now We Know: Trump’s 2016 Win Was No Fluke: Perhaps the biggest shock is that despite weak leadership...
Polls Were Wrong (again). They Often Are
Today, I want to discuss the sentiment/behavior divide. If you have been reading this site any length of time, you know of my...
10 Wednesday AM Reads
My mid-week morning train WFH reads: • Will this election permanently change how we vote? Let’s hope so. It’s not just who voted....