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Nobody Group

Nobody Group Inc.

Writing about macro, crypto, and AI without the daily panic

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Issues13Founded6 months agoLast Issuea month ago
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Latest Issues

ETFs Are Not the Risk. The Structure Around Them Is

Photo by GR Stocks on Unsplash

Nobody Group is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

ETFs are often described as one of the great financial innovations of th...

a month ago

The Map of a Weaker Dollar

Photo by 金 运 on Unsplash

For decades, the dollar was more than a currency.

Nobody Group is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

It was the operating system...

3 months ago
1

The Decision Matrix: Why Smart Investors Still Make Bad Decisions

Investing looks rational.

On the surface, it is about data, valuation, interest rates, liquidity, margins, growth, balance sheets, duration, inflation, cash flow, and the macro environment.

But in practice, none of that information reache...

3 months ago

The Map of Japanese Fragility: Debt, Interest Rates, Demographics, and Global Systemic Risk

Photo by Jezael Melgoza on Unsplash

Japan is not “breaking tomorrow.”

Nobody Group is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

That is the kind of reading that...

3 months ago

Credit Is Getting More Selective

Markets rarely break when everyone finally sees the problem.

Nobody Group is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.

They usually start changing earlier.

Firs...

4 months ago

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  • Nobody Group Inc.

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