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Every summer, I answer questions from the Eye on the Market client mailbag.
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The Blob: Capital, China, Chips, Chicago and Chilliwack
2025-09-2427:07
Fair Shakes
2025-09-0233:25
Summer mailbag
2025-07-2943:12
Time Flies: Twenty Years of Eye on the Market
2025-07-0912:08
"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups
2025-07-0320:37
Chicken Hawks: a quick note on the US budget reconciliation bill
2025-05-2716:29
Back to our Regularly Scheduled Programming
2025-05-1329:49
Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker
2025-05-0126:07
Redacted
2025-04-0213:00
Fifty Days of Grey
2025-03-1218:07
Heliocentrism: Objects may be further away than they appear
2025-03-0419:58
From Here to Eternity
2025-02-1310:30
Inauguruption: the flurry of Trump 2.0 executive orders
2025-01-2119:45
Eye on the Market Outlook 2025: The Alchemists
2025-01-0136:13
The Year of Living Dangerously
2024-12-1016:34
"Kamilton": the 2024 election and who tells your story
2024-11-0620:02
The Thucydides cap on the China equity rebound trade
2024-10-1714:14
Mind the Gap: a historically polarized US election
2024-09-3029:24
A severe case of COVIDIA: prognosis for an AI-driven US equity market
2024-09-0325:26
There’s no place like home
2024-08-2718:38
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