Saved by Sam Blumenthal
Making Sense of the Macro
4th Quarter Commentary January 2024
A perspective on historical economic eras and the implications for current market risks and investment strategies, with a focus on factors such as global trade, labor arbitrage, and the rise of China.
horizonkinetics.com
commodities and property, which are believed to track inflation,
Brett Scott • Heretic's Guide to Global Finance: Hacking the Future of Money
It seems we live in a confused economy where price has little relation to value and growth doesn’t necessarily translate into increased welfare or happiness.
Paul Behrens • The Best of Times, The Worst of Times: Futures from the Frontiers of Climate Science
A bigger problem than price inflation is expectations inflation: A constant increase in what you need to be satisfied.
Collab Fund • A Few Things I’m Pretty Sure About
