Investing 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 | 452 | Founded | 3 years ago | Last Issue | 3 days ago |
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jeremymckeown.substack.comLatest Issues
The Lesson Scott Bessent Forgot
One sentence dominated last week, and the man who said it earned the right to be heard.
Governments defending prices against fundamentals always lose.
That was Stanley Druckenmiller, in an opinion piece in the Wall Street Journal aimed...
Waiting for Warsh
So to this week’s finale. Kevin Warsh’s first Jackson Hole as chairman this afternoon. And the market has prepared itself with an elegant pause, or is it a confused, awkward hesitation? Doing almost nothing. Stocks flat, gold flat, the doll...
Nvidia Answers the Wrong Question
Nvidia delivered the number the bulls had been praying for, and guided to c.70% revenue growth against the 45% analysts had pencilled in. The current-quarter guide beat forecasts too, and the CFO said customers’ own numbers point to Nvidia’...
Warsh's Money Gauge is Flashing
The market is starting to get everything it wants. Brent has fallen over 8% so far this week, as Iran and Oman sketch out an “interim framework” for a maritime corridor through the Strait of Hormuz and Washington’s “economic D-Day” has, sha...
Poacher Turned Not-Very-Good Gamekeeper
In September 1992, a young American running George Soros’s London office helped place one of the most famous trades in history. Soros, Stanley Druckenmiller and their lieutenant bet that the British government could not hold the pound insid...
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Authors
The writers behind this newsletter.
Long-time investing and markets professional Jeremy produces Hypernormal Times at the intersection of geopolitics, economics, and markets. The Hypernormal Report is a daily market update; Hypernormal Investing is a weekly podcast.
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