U.S. energy efficiency has soared
Since 1970, U.S. consumption of crude oil and petroleum products has increased by only 38%, yet the U.S. economy has expanded by a factor...
Looking for an Excuse to Cut
DISCLOSURES This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed...
These Are the Goods
Articles Netflix’s perception as largely a “subscriber story” completely missed the boat (By Alex Morris, paid) As debt increases, you narrow the range of...
How Discord Became a Developer Platform
Posted May 10, 2024 In 2009 Discord cofounder and CEO, Jason Citron, started building tools and infrastructure for games....
Belated March CPI analysis
I've only recently returned from several weeks in Argentina. I didn't have access to my charts, and besides, I was rather more interested in...
When are large and persistent increases in debt to GDP justified?
In this post I showed a chart of UK government debt to GDP since 1900. It starts off at below 50%, then rises...
IT’S. ABOUT. THE. MONEY.
DISCLOSURES This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed...
Smart Words From Smart People
A few smart things I’ve read recently: “People in their 30s know where the world is going because they’re going to do it. I’m...
Putin is in it to win it in Ukraine. Are we?
In a recent interview with Russian state TV, Vladimir Putin said something that was, in his words, “important for us ourselves, and even more...
Liberals should tread carefully when confronting Trumpism
The hiring and firing of Ronna McDaniel as an NBC News political analyst might seem like a small media tempest, but it does force...