Blog: Inflation - What's different this time. Part 1. There are other forces than government spending.
Blog: Will the Fed pull off a 1994 in 2024? Soft landing is becoming a possibility much to my surprise.
Blog: Can China Make the Phase Transition to Complexity? Will Chinese government allow their economy to develop an invisible hand?
Blog: Is the AI Bubble here? Looking at the Bubble Checklist Bubble talk is premature. But we're getting there.