Pay less attention to the day-to-day, and more attention to the big picture. Follow the data, and it will tell the story.
financial
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 ›
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 ›
Is This Full Employment?
The economy is doing well. Our last quarter’s annualized GDP growth was 4.2%, inflation has stayed moderately high, but below 3%, and foreign investors continue to pour capital into U.S. markets. We have even begun to see wage growth previously… Read More ›
Currency Adjustments and “Contagion”
Today I want to talk about debt. Not the kind you think about when you see headlines about student loans, credit cards, or the federal budget. No, this is a very special kind of debt, a kind you likely will… Read More ›
The Millennial Economist 