Finding Authentic Hummus Abroad Sparks Pure Joy
My vibe when I encounter good hummus outside of the Middle East is like https://t.co/4IUabv8KjB
Philly & South Jersey Pizza Rival Top U.S. Classics
The thing about Philly and South Jersey is that while we are known for cheesesteaks, we actually have some of the best pizza in the country. Plenty of Italian pros here. When I’m asked NYC or Chicago Pizza, my answer is...
My Take on Private Credit and Blue
Every time I am asked how concerned I am about private credit, blue owl and so forth: https://t.co/CpLdqG23BS
Iran Conflict Could Disrupt Gradual Money Printing Plan
My March public newsletter is now available, and discusses to what extent the war on Iran may impact the "gradual print" scenario. Enjoy: https://t.co/4hDx5MSKSS https://t.co/tKqORqDF4D
Novel Blends Mistborn Magic with Blade Runner Noir
For those who like comparisons, "Mistborn meets Bladerunner" is how I sometimes pitch my novel. This reviewer seems to have seen it similarly: https://t.co/h7TgGPO5kL
Memecoin‑like Rallies Come with Equal Downside Risk
When things trade like a memecoin to the upside, they are also at risk of doing so to the downside.
30‑Minute Video Offers Clear Overview of Money History
The 30-minute video version of Broken Money is a really accessible overview of money and its history: https://t.co/ctSK0Eif4g
Avoid Sensationalism; Prioritize Long‑term Accuracy in Macro Analysis
A lot of folks try to drum up short-term engagement by being sensationalist at the cost of long-run accuracy, banking on the idea that readers have short memories. If you're following macro folks, make sure they tell you sometimes that things...
Powell Sets $20‑25B Monthly QE Baseline, $40B Now
In the presser, Powell suggests $20-$25B monthly balance sheet expansion is new baseline for ample reserves, and they’re doing $40B currently to deal with liquidity issues and to get ahead of April tax day liquidity drain.
Economy‑Market Gap Widens Amid Debasement Trade Shifts
My December macro newsletter is now available. It discusses the debasement trade, changing macro conditions, and the large dislocation between the economy and markets. https://t.co/jKRb3SH87p https://t.co/jEkATjtLhU
Avoid Being Exit Liquidity in Token Pump Scams
Don’t become exit liquidity for coordinated token pumps.