Economics

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As we come to the end of 2021, it’s popular to reflect on the year gone by, and produce crystal balls to predict the future bitcoin price. Firstly, though, one of my favourite thoughts about the future in general comes from Jeff Bezos.“I…

Text size A year-end rally shows few signs of stopping.…

Text size Wall Street was rocked Wednesday by meeting minutes from the Fed's…

Generally speaking, higher starting valuations tend to be associated with lower future returns, though that relationship isn’t particularly strong over short (< 5 year) time horizons. Of course, bulls will argue that elevated…

U.S. jobless claims climbed by 23,000 last week to 230,000. The four-week moving average, which smooths out week-to-week blips, was up nearly 6,300 to almost 211,000. The weekly applications, a proxy for layoffs, have now risen four…

“The housing market defied expectations in 2021, with quarterly growth reaching 3.5% in December, a level not seen since November 2006. In 2021 we saw the average house price reach new record highs on eight occasions, despite the UK…

This article was highly inspired by a conversation I had with Tom Luongo in October 2021, and his thesis on geopolitics and the macro economic landscape of today. You can hear the conversation on my podcast, A Boy Named Pseu, and listen…

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