Every summer, I answer questions from the Eye on the Market client mailbag.
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43:12
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43:12
Time Flies: Twenty Years of Eye on the Market
Take a look back at 30 standout insights which are just as relevant for the future as they were for the past.
Explore our insights
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12:08
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12:08
"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups
Throughout history, non-FDIC insured short-term dollar denominated debt redeemable at par on demand has been prone to runs, whether in money market funds, repos or uninsured deposits. Why would lightly regulated stablecoins be any different?
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20:37
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20:37
Chicken Hawks: a quick note on the US budget reconciliation bill
A brief note on the debt and deficit impacts of the House budget reconciliation bill, Henery Hawk and Foghorn Leghorn.
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16:29
Back to our Regularly Scheduled Programming
With some kind of tariff equilibrium possibly within reach, we return to some regularly scheduled programming: artificial intelligence and language models which were the primary drivers of equity markets before the trade wars began.
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