Hypernormal Times
Jeremy McKeownInvesting in a changing world requires maverick thinking. When old worlds break, mavericks forge new paths. This Substack chronicles our HyperNormality with posts and podcast interviews with Maverick entrepreneurs, investors and thinkers.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 429 | Founded | 3 years ago | Last Issue | 5 days ago |
| Active | |||||
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jeremymckeown.substack.comLatest Issues
The Things You Can't Print
Three of the most powerful men in the global economy asked the markets to believe them, and the markets declined.
The president told us peace was breaking out, then that talks were happening, which Iran said weren’t before the Hormuz “deal...
Put Crudely, It's Refining Stupid
For five months, we have stared at the Strait of Hormuz, as if it were the tap to turn the world’s energy back on. We knew it was shorthand. No one consumes crude. This war’s deepest wound isn’t the crude that can’t get out but the fuel tha...
Communist Party Techno, The Chartbook & The Refinery
Erik went to China expecting to be bored.
He’d been warning his daughters for weeks. Schlepping around Chinese cities in the middle of summer, hot and terrible, nothing to do. He booked hotels with pools so there would be something to do....
What's that, Lassie? Timmy's fallen down a well?
The US economy is booming. Second-quarter consumption grew 3.3%, business investment jumped 8.4%, the broadest inflation gauges are running above 4%, and the AI build-out has become, in Ed Yardeni’s phrase, its own stimulus program. Hypersc...
The Maybe Not So Dire Straits & Understanding Japan
Tehran has throttled down the Strait of Hormuz to roughly a third of its pre-war flows, a supposedly doomsday scenario. Choke the strait, spike the oil price, and force Washington to capitulate before the midterms. With that chokehold still...
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Authors
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Stock market veteran Jeremy writes HyperNormalTimes from the intersection of geopolitics and markets. Hypernormality requires maverick entrepreneurs, thinkers and investors to find a route out. ITCOM is a podcast that lets you hear from such people.
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