By BowTiedLobster on Substack · Hundreds of subscribers · 2 free and 10 paid among the latest 12.
Psychology, Persuasion, and Markets.
It looks like we’re going into a period of volatility where 4 months of “normal” price action can happen in one day. (Think about Liberation Day and the subsequent lifting of those tariffs.) Periods like this are when those who…
It is a common line of reasoning to cite the real yield-inflation breakeven decomposition and conclude that the move in bonds in the U.S. lately is showing rising growth expectations and not pricing any inflation. Read more
Check out the group chat for more detail here. Link below. Read more
I find myself frequently sharing this incredible prediction from March 24 (paywall has been removed on the paid article) lately so I thought it would be a good time to revisit the dynamic. Obviously much has happened since March…
(I have multiple completed drafts from many months ago when this newsletter was figuring out its niche. My most recent article on austerity and inflation is unusually long so I’m taking the opportunity this week to share this…