
Economics professors and seasoned financial experts deliver real-world insights from decades of experience, helping investors make smarter decisions.
| Platform | Pricing | Freemium | Publishes | Daily | |
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A few things have changed since the original piece from May 27, 2025, and we reposted it on June 4, 2026 because the framework was still highly relevant.
We’re sharing it again today because long-term Treasury yields are still near 2007 l...
Why the Market’s Hike Bet Might Be Wrong
Image Credit: "Kevin Warsh is confusing markets" via Financial Times
The Federal Reserve is walking into a policy trap this September—and the market may be betting on the wrong move.
The chip selloff isn’t just a correction. It’s the market’s first real confrontation with the limits of the AI age—and a preview of what comes after. Image Credit: "Hegel's Philosophy of History" via Engelsberg Ideas
Semiconductor stocks h...
When Money Becomes a Policy Tool. Image credit: "Gold" via Wikimedia Commons
When Money Becomes a Policy Tool
Why money, credibility, and policy lags still matter — but not as much as they once did. Image credit: “Milton Friedman” via Wikimedia Commons
Milton Friedman was one of the most influential economists of the 20th century and the leading m...
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The writers behind this newsletter.
Hedge fund-level macroeconomic and financial market insights from seasoned economists and financial experts with over three decades of experience in navigating financial markets. Macro + Quant Approach.
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