Reports

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Mandates and Manna
Feb 14
Mandates and Manna

Fertility decline is a function of culture and values.

Time and Event Horizons
Feb 12
Time and Event Horizons

Why Software Looks Like A Buy

Dot Com: Bubble or Panic?
Feb 10
Dot Com: Bubble or Panic?
Why the Fed Should Be Aggressive
Feb 10
Why the Fed Should Be Aggressive

When AI can rival the Pietà in craft, fretting over a few tenths on inflation is like the Medicis worrying …

AI Index Selloff Accelerates
Feb 05
AI Index Selloff Accelerates

The AI Return Index has underperformed by nearly 6% in 6 days, a level that has been quickly reversed in …

Warsh for President
Jan 30
Warsh for President
The Fed’s Palmito Ranch Moment
Jan 29
The Fed’s Palmito Ranch Moment

The success of the Fed may be measured far less by the inflation rate than by gigawatts of compute capacity.

AI Valuation Report
Jan 27
AI Valuation Report
Silver on a Tear
Jan 27
Silver on a Tear
Introducing the Chartshark AI and Non-AI Indices
Jan 26
Introducing the Chartshark AI and Non-AI Indices
Why Own Bonds?
Jan 23
Why Own Bonds?
The Housing Market Remains Depressed
Jan 22
The Housing Market Remains Depressed
Two Percent Falls
Jan 21
Two Percent Falls
Spike the Punchbowl
Dec 16
Self-Driving (and Maybe Self-Learning) Sun Devils
Dec 15
Hombre Economias v Homo Timidus
Dec 12
A Very Well Placed Source, Though Lame
Dec 11
AI: Minutes Now, Miracles To Come
Dec 10
Magnificent Seven Duration
Dec 08
A Solid Return to Juicing
Dec 08