The Monetary Frontier
George RobertsonMacro and monetary economic analysis.
| Platform |  | Pricing | Only paid issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 287 | Subscribers | Read | themonetaryfrontier.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
SCOTUS is ending the Trump regime by ending drive to a unitary executive.
The trend is clear, Trump now 0 - 1 with IEEPA ruling and now Birthright orals indicate will become 0 - 2 and then... Trump on track to lose every ruling upcoming.
From Bloodletting to Topsy: The Coming Collapse of the First Generation of AI Companies
These days all AI companies are the same as Edison driove to save DC versus Westnighouse AC. Poor Topsy.
The Iran war will end OPEC
After the immediate price surge, WTI plunges towards $50 as the OPEC Cartel ends.
Oil, Price Levels, and the Rate Path
Based on the conclusions of the Stanford Hoover Institute (Warsh) and within the current Federal Reserve informing the FOMC. This FOMC (in a few hours) will cut Fed Funds.
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Authors
The writers behind this newsletter.
Fixed income, equity, Fed, vol, options. 40y capital markets | Salomon, Jamie (Mulheren and Englander), Bass FTW, TX, Cargill | PM, CIO.
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