Markets3 min read
What the Midterms Mean for the Market
A landslide, but what will its impact on the market be?
Finance
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Writing
Everything longer than a caption. Sorted newest first, filterable by the things I can't stop thinking about.
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6 posts
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Policy4 min read
The Warsh Paradox: Trump's Pick for Lower Rates Keeps Delivering the Opposite
He was nominated to cut. Five months in, he's held rates steady four times, dropped forward guidance entirely, and had FOMC members penciling in a 2026 hike. Here's how to read what he actually does next.
Central Banks
Macroeconomics4 min read
The Reversal: Why Shelter Isn't the Inflation Story Right Now
For years, "blame housing" was the correct inflation take. In 2026, it's backwards.
Inflation
Macroeconomics5 min read
No Landing: Why "Temporary" Might Be the Only Thing Everyone Agrees On
Consumers and businesses now expect inflation to stay elevated — here's what that means, and why a "no landing" can't be the final destination
Central BanksFiscal PolicyInflation
Markets3 min read
Whiplash: The AI Market's Correction, Collapse, and Comeback
Nasdaq flirted with a 10% correction, Situational Awareness imploded, and stocks snapped right back — volatility isn't a glitch in this market, it's the operating system
TechnologyRiskVolatility
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