The Sceptical Economists
Kevin Gaynor, Andy CatesA sceptical take on economics, policy and markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 46 | Subscribers | Read | thescepecons.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Process vs Luck: If Mr Trump ran an investment team.
1. Good investment and sports teams share a core discipline: focus on process, not outcomes. They understand that results combine something controllable (process, preparation, knowledge) with something random. The best teams work to shrink ...
Equity Markets Are Not Necessarily Pricing Peace
There is something distinctly odd about the current moment. Geopolitical instability in the Middle East has intensified, risks to energy security have risen, and concerns about broader spillovers into inflation and growth are plainly mounti...
What is the market pricing now?
Our Mr Market indictors are shifting around like a nervous British PM. The message from the market is now rather intriguing so an update is in order.
Shock, Supply and Constraint
For three decades, macroeconomics has leaned on a simple idea: that demand management can stabilise the system. In reality, that framework has been fraying for years. The latest escalation in the Middle East doesn’t just reinforce the point...
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Authors
The writers behind this newsletter.
Macro, Asset Allocation, Risk
Professional economist with over 25 years of experience advising colleagues and clients and with award winning research contributions from accurate out-of-consensus insight.
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