"I help you stop reacting to the headlines on the economy and start understanding the economic machine behind it."
| Platform |  | Pricing | Freemium | Publishes | Daily |
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| Issues | 88 | Founded | 9 months ago | Last Issue | 7 days ago |
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economicsforinvestors.substack.comLatest Issues
Applied Economics: Where will Treasury yields go this week
Last week bonds first rallied on the Fed hike and then tumbled, ending with 10-year yields back at 5%
Which will it be this week?
Applied Economics: After the Fed’s hike, the question is how many and for how long?
Here’s a discouraging data point from Costco
Costco has raised the price of motor oil sold under its exclusive private-label as well as limited how much of it customers can buy weekly as oil prices climb yet again.
Applied Economics: Building a gold, silver, copper ladder for the New Age of rising inflation and a falling dollar
Here’s how I’d use short-term volatility to build a long-term portfolio in gold, silver, and copper
A metals ladder? What’s that?
Deep Dive: Noise and narrative in Friday’s jobs report: What trends count now?
Investors are still behaving as if central banks were leading the financial markets even though they’ve become price takers rther thaj price setters
Certainly, the surprisingly strong August job numbers announced on Friday moved the financ...
Deep Dive: Why the dollar selloff has longer to run
Nobody was hedged: Restoring a historical average of dollar hedging in global portfolios will require a lot of selling
The dollar sank to the lowest level since May on Thursday, September 3 after Federal Reserve Governor Christopher Waller...
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The writers behind this newsletter.
Founder of stock-picking site JubakPicks.com. And writer/editor of investing subscription site JubakAM.com Moved to Venice in September 2023.
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