The Federal Reserve spent 2022 and 2023 raising rates aggressively to kill inflation. Now it faces a much harder problem: inflation is still…
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Most coverage is either breathless hype or doom. I started this newsletter to decode the real economics behind AI headlines, without the jargon or insider assumptions.
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The Federal Reserve spent 2022 and 2023 raising rates aggressively to kill inflation. Now it faces a much harder problem: inflation is still…
Read issue →GPT-5 launched quietly last month with benchmarks that set new records across every standard evaluation. The coverage focused on capabilitie…
Read issue →In 2022, economists predicted a recession by end of 2023. In 2023, they moved the forecast to 2024. In 2024, the consensus said Q1 2025. We'…
Read issue →Nobody announced it. There was no press release. But over the past 18 months, a structural shift has happened in how large companies operate…
Read issue →Since 2018, every major geopolitical event has been accompanied by declarations that globalization is over. COVID broke supply chains. The U…
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