Continuation of this: https://franklythinking.net/2021/07/15/ft-alphaville-catchup-part-1/
- Everything Wrong with the “Money Printer Go Brrrr” Meme – pragcap: Problem #1 – Jerome Powell Doesn’t actually Print Cash; Problem #2- Jerome Powell Doesn’t Really Have the Money Printer; Problem #3 – Jerome Powell Doesn’t Enable Fiscal Policy; Problem #4 – The Fed’s Powers are More Constrained Than Many Assume.
- World War 2, M2 and 2020s vision: Velocity matters!
- Man Group analysis shows it pays to own oil, gold and wine, and possibly also a bitcoin if and when inflation bites. – alphaville op-ed
- No Floor, No Ceiling – “Today, we face the opposite problem. We are individuals, at the whims of forces we do not understand, trying to convince ourselves that our old institutions have the power to save us. There is no longer a ceiling above us to restrict our earning potential. But there is also no floor underneath.“
What is the optimal way to read the internet? Would quaretly intakes of “the discourse” be more efficient? More effective? Would it be a stronger filter and separate signal from noise? I like the ritual of Alphaville, Marginal Revolution, Matt Levine, and the likes everyday but maybe there is a variation on that consumption pattern that would improve my well-being.