The US–China Tariff War
The escalation of trade tensions between the United States and China has entered a new phase since what many in policy circles now refer to as the “deepseek moment” – a turning point after which tariff measures have…
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Economics & Markets
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Irrational Exuberance
The below sections will summarize chapters 4, 5, and 6 from Irrational Exuberance. The emergence and evolution of speculative bubbles in financial markets is intricately tied to the history and role of the news…
Manias, Panics, Crashes
Chapters 5-8 in Manias, Panics, Crashes explores the mechanisms and consequences of financial crises, tracing their predictable yet complex nature through historical and economic lenses. It begins by outlining the…
A Random Walk Down Wall Street
For this post, we will continue covering chapters 5, 6, 7, and 8 in the classic text, A Random Walk Down Wall Street. In the realm of investment, two principal approaches, technical analysis and fundamental analysis,…
Irrational Exuberance
On December 5, 1996, Alan Greenspan's phrase "irrational exuberance" resonated globally, reflecting a deep-seated anxiety about the sustainability of soaring stock markets. Markets reacted immediately, with indices…
Manias, Panics, Crashes
In Manias, Panics, Crashes, we are reminded that financial crises are recurring phenomena in market economies, typically arising from speculative manias fueled by credit expansion. While historians view each crisis…
A Random Walk Down Wall Street
The narrative of speculative booms and busts, as examined in A Random Walk Down Wall Street, underscores the timeless interplay between human psychology, market dynamics, and economic outcomes. From the Dutch…
Past developments and present capabilities
Growth Modes and Big HistoryNot long ago, our ancestors were still swinging through African trees. In evolutionary terms, the rise of Homo sapiens was a rapid ascent. Small shifts in posture, thumbs, and brain…
Financial Crisis
The years since the 1970s have been a whirlwind of financial turbulence, marked by wild swings in the prices of commodities, currencies, real estate, and stocks. Financial crises, once relatively rare, have become…
Creative Destruction
The concept of creative destruction, first coined by economist Joseph Schumpeter, is central to understanding the dynamic nature of capitalist economies. It describes the continuous cycle where innovation not only…
AI and Financial Forecasting—How Machines Are Changing the Game
In the world of finance, the ability to predict market trends has always been key to gaining a competitive edge. For centuries, traders and financial institutions have sought better ways to forecast economic shifts…
The War Economy
In an episode of the Flagrant podcast, former CIA operative Andrew Bustamante provided a concise and insightful explanation of the military-industrial complex and its role as a lifeline for the United States economy.…