The Maradona Theory of Interest Rates
This week, the Fed announced various nominees for the task forces Warsh has set up. Former BoE chief Mervyn King was chosen to lead the new...
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Run It Hot, Yet Again
Sorry I disappeared from Substack for a good while but markets are crazy, the fund is growing nicely and it’s a huge amount of work.
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All You Need To Know About Warsh
This is like looking at old pics of me with a head full of hair (still have one of these on LinkedIn!). These times are long gone.
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Here Are My Top Macro Ideas
The first 5 weeks of the year have seen international equities outperforming the S&P 500: European and Chinese stocks have rallied harder than US...
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Tectonic Macro Shifts
''Beginning in June, the Committee will slow the pace of decline of its securities holdings by reducing the monthly redemption cap on Treasury...
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