Fed independence is now dead, and we are entering a new era of politicized economics. Let’s analyze where the economy is, and think about where things might go from here.
Economics
The Tariff Announcements Don’t Matter. The Uncertainty Does.
Pay less attention to the day-to-day, and more attention to the big picture. Follow the data, and it will tell the story.
The Big Tariff Explainer
This topic has been hotly requested, so here we go. Tariffs! They’re trump’s central economic theme, not a day goes by where they’re not in the news. But even though they’ve suddenly been thrust into the spotlight, I haven’t seen… Read More ›
The American Trade War – Our Bunker Hill Moment
I spent a long time working on a nice, big explainer blog to talk all about tariffs with you. Then, yesterday, we got the much-anticipated Liberation Day announcement, and you’ve seen the market reaction since. I hope you celebrated yesterday!… Read More ›
March 2025 – No One Has Any Clue What’s Going On
Two months into the new administration, and no one has a clue. Let’s make some sense of where we are.
I-Dog Capital – March 2024
Introduction Hello everyone, and welcome to the second monthly update for I-Dog Capital, the People’s hedge fund! For those who didn’t read the inaugural issue, my name is Ian, I’m 30 years old, and I work in financial services for… Read More ›
Fiscal Policy Part 2 – A Primer on Tariffs
If you haven’t been living under a rock for the past half year or so, you likely saw some variation of this headline on the news: “Trade war heating up with China and/or the EU and/or Canada and/or Mexico!” “Trump… Read More ›
Analysis of the Tax Cuts and Jobs Act of 2017: Businesses
Welcome to Part Two of my analysis of the Tax Cuts and Jobs Act of 2017. The first post on this new tax law focused on individual changes, and this post will focus of business-side changes. There are way too… Read More ›
The Millennial Economist 