A recent post caught my attention by @HsakaTrades, which was further quote tweeted by @ZhuSu. Both of them are rather large and important folks in the …
I’ve taken a bit of a break from FinTwit for a week or so, depending on when the muses call me back/I get bored enough to start posting again. I tend t…
I haven’t forgotten to finish the liquidity series, I promise. This is just a brief interlude. I mentioned a few posts ago I had some relevant life cha…
Bubbles pop. Except maybe, sometimes they don’t. Like sometimes, they end up as: Fiat currency, in a lot of respects, has many of the bubble properties…
In 2002, John Cochrane wrote a research report retrospectively on the causes of the Nasdaq tech bubble, and speculated that one of the likelier causes …
I want to warn everyone - this is a highly speculative and mostly argumentative/descriptive post series. I have no idea yet if it is right, and it will…
Hey everyone, I’ve briefly returned (or more accurately, I’ll write posts when I have a free minute). I’ve kept joking this past year that the market c…
Hey everyone, It’s been a minute since I wrote a post here. I wanted to provide a brief update going forward. I recently started a new role that at lea…
A brief autobiography of the strangest time in my life.
Wings are my favorite.
Thar be demons.
Not that monthly cycle.