Inflation and Asset Prices
Service-as-a-Software
Second Wave or Bump in the Road?
On Private Credit
A Dovish Powell
Is the S-Word in the Room?
On Liquidity
February Inflation
Is MMT the answer?
Front and Back of Mind
Labor Day
Hawks and Supply
Is the Honeymoon Over?
Housing vs Disinflation
Two Pivotal Events
On Blind Spots
Capital vs Labor (Pt. 3)
On Complacency
Rorschach Tests
2024: The Recession Year?
