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Have non-
I had so many thoughts about the run up to- and beginning of- the Trump-Iran war. My biggest thoughts were focused on how the ideas that I developed about the stock market as a “conventional wisdom processor” applied- or would apply- to the behavior of the oil market given Trump’s behavior.
Last August, President Trump made the unprecedented choice of moving to fire Fed governor Lisa Cook
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When I first learned of Alan Greenspan’s death at the age of 100 a few
EDITORS NOTE: I (Nathan) have struggled whether to rush to comment on this proposed OMB rule. Being a recent Fiscal Year 2026 OMB memo, and knowing that the OMB will continue to create
This is a premium piece of Notes on the Crises. Subscribe here to read the full piece- and series. Find part one here and part two here.
Dear readers. I was interrupted by
Today is the 6th anniversary of Bloomberg Businessweek's profile on me, which forever changed my life. Its so long ago now that many readers may not actually be familiar with it,
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This is part two of an ongoing premium series. Find the introduction to the series here and part one here.
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Since the last piece on the IOU was an
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