Tag: Macro

Economists and Businessmen invoke Ricardo – trade should flow where it’s cheapest. But look closer, and most countries don’t play by the free trade rules they advocate.

Unpacking the rise and fall of 2-sided marketplaces: A look at the network effects that fueled their growth—and the challenges unraveling their value in a post-free-money era.

Global debt is at an all-time high, with governments, businesses, and households all facing increasing stresses due to higher interest rates.

Decoding Inflation Drivers, Fed Pivots, and the High-Rate Reckoning Reshaping Investments

This is an article documenting how I plan to add structure to my investing process.

Macro thesis on 2022 investment landscape