The Blob: Capital, China, Chips, Chicago and Chilliwack

Fair Shakes

Summer mailbag

Time Flies: Twenty Years of Eye on the Market

"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups

Chicken Hawks: a quick note on the US budget reconciliation bill

Back to our Regularly Scheduled Programming

Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker

Redacted

Fifty Days of Grey

Heliocentrism: Objects may be further away than they appear

From Here to Eternity

Inauguruption: the flurry of Trump 2.0 executive orders

Eye on the Market Outlook 2025: The Alchemists

The Year of Living Dangerously

"Kamilton": the 2024 election and who tells your story

The Thucydides cap on the China equity rebound trade

Mind the Gap: a historically polarized US election

A severe case of COVIDIA: prognosis for an AI-driven US equity market

There’s no place like home