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Thoughts From The Frontline

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  • The Economic Singularity

    I fully intended to write today about a recently released academic paper that illustrates nearly every bad idea currently being bandied about in the field of economics. The insidious part is that the paper is considered mainstream and noncontroversial. Simply reading it required me to up my blood pressure medicine dosage. It is going to take me a little longer to finish that letter, and I realized that it needs a certain setup – one that coauthor Jonathan Tepper and I conveniently wrote a few months ago and included in the book Code Red.

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  • Are Booming Economies Good for the Markets?

    In This Issue:

    The Delusion of Crowds and the Endgame
    Let the Good Times Roll
    Are Booming Economies Good for the Markets?
    Back to 2007?
    My Strategic Investment Conference
    Don’t Miss This Speech
    Media, La Jolla, London, Malta, Milan, Zurich, and New York