Blog: The Government Shutdown and Market Models For FMCR there isn't a problem. But that may not be true for everybody.
Blog: Markets and Politics The statement "This time things are different" is equally dangerous to markets and politics.
Blog: Is the AI Bubble here? Looking at the Bubble Checklist Bubble talk is premature. But we're getting there.
Blog: The Debt Limit-The end of trust and the “risk-free” rate? Trust is what's at stake with the debt limit.