The Sceptical Economists
Andy CatesA sceptical take on economics, policy and markets
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 56 | Founded | 6 years ago | Last Issue | 7 days ago |
| Active | |||||
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thescepecons.substack.comLatest Issues
The AI boom — following the financing
You cannot time a bubble. The warnings that eventually proved right about the dot-com boom and the housing boom were mostly years too early, and the sceptics who acted on them were often ruined before they were vindicated. So it is worth be...
The AI investment boom: a financing scorecard
Bubbles are easy to name with hindsight and almost impossible to time in advance. The warnings that eventually proved right were, more often than not, years too early, and the sceptics who acted on them were frequently ruined long before th...
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The Price of Scarcity
Why has economic growth become so difficult—and why are interest rates, energy costs and investment demands remaining so high? The Price of Scarcity examines how shortages of capital, energy, labour and infrastruc...
The real rate has turned — and the world still expects the old normal
For much of the past decade, the working assumption was that interest rates, having collapsed after the financial crisis, would eventually fall back once the latest disturbance had passed. Events are now overturning that assumption—and not...
The Investment Boom Built on Scarcity
The global economy is entering its biggest investment boom for a generation. Unlike previous booms, however, this one is being driven less by optimism than by necessity. Around the world, companies and governments are investing not simply b...
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The writers behind this newsletter.
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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