Financial Markets
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The Lumber Market Crash
“Unfortunately, carefully considering trade-offs remains alien to the calculus of public officials. From utter scarcity to crushing abundance in less than 100 days, the lumber epic is entering a new phase.” ~ Peter C. Earle
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Book Review: Mark Spitznagel’s Truly Spectacular ‘Safe Haven’
“Mark Spitznagel certainly is not captive to convention, which is why Safe Haven is such a joy. To the author, ‘becoming conventional is self-defeating in this business.’ Amen to that. The world needs more people like Spitznagel, and more books like the one he’s written.” ~ John Tamny
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How Societies Save For an Uncertain Future
“This is the problem that all societies have tried to overcome – moving value through time and ensuring our individual livelihood when we’re too old to produce the value that sustains us.” ~ Joakim Book
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How Palladium Became a Target of Criminal Syndicates
“The over six-fold increase in palladium prices have led to organized criminal activity. But between natural scarcity, lockdowns, and increasing environmental regulations, innovation offers the only current promise of relief.” ~ Peter C. Earle
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Populist Prophets, Public Profits, and the Pied Pipers of Lucre
“Keith Gill and the WallStreetBets horde aren’t going anywhere, and their crusade is not unique. They are preceded by many other campaigns, the earliest of which were Thomas Lawson’s in early 20th century Boston.” ~ Peter C. Earle
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The Fall of the Dominoes
“What we can do at this point is to look back at key points where we could have stopped them falling – like taking seriously the idea of a limited government and the principle of sound money – and ensure that, when the dust settles, we warn future generations not to repeat those errors.” ~…
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Understanding China’s Financial Market Chaos
“In this case, Beijing seems to be making a calculated decision to pursue immediate political goals over long-term growth. Such trends are likely to continue and will make investing in Chinese companies increasingly unattractive.” ~ Ethan Yang
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History Lessons: The Case Against Regulating ESG Ratings Agencies
“This history lesson strongly suggests to us that security regulators should refrain from endorsing any particular ESG metric. Sadly, security regulators around the world appear to be intent on repeating the mistakes made by the SEC in the 1970s.” ~ Robert E. Wright & Andrew Smith
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A Conversation On Wall Street and Dangerous Monetary Policy
“On this episode of the Authors Corner, Ethan Yang sits down with former hedge fund manager and founder of Signals Matter, Matt Piepenburg, to discuss his book Rigged to Fail. Matt brings his years of experience in the financial industry and his academic scholarship to offer a nuanced discussion on financial markets and the Federal…
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Unemployment Over the Business Cycle
“Without significant monetary and regulatory reform, our recovery from the Covid-19 recession will not only not fix these negative conditions, but will only set up the U.S. for our next recession, one that will almost certainly be even more severe.” ~ Robert F. Mulligan
-
•
The Lumber Market Crash
“Unfortunately, carefully considering trade-offs remains alien to the calculus of public officials. From utter scarcity to crushing abundance in less than 100 days, the lumber epic is entering a new phase.” ~ Peter C. Earle
-
•
Book Review: Mark Spitznagel’s Truly Spectacular ‘Safe Haven’
“Mark Spitznagel certainly is not captive to convention, which is why Safe Haven is such a joy. To the author, ‘becoming conventional is self-defeating in this business.’ Amen to that. The world needs more people like Spitznagel, and more books like the one he’s written.” ~ John Tamny
-
•
How Societies Save For an Uncertain Future
“This is the problem that all societies have tried to overcome – moving value through time and ensuring our individual livelihood when we’re too old to produce the value that sustains us.” ~ Joakim Book
-
•
How Palladium Became a Target of Criminal Syndicates
“The over six-fold increase in palladium prices have led to organized criminal activity. But between natural scarcity, lockdowns, and increasing environmental regulations, innovation offers the only current promise of relief.” ~ Peter C. Earle
-
•
Populist Prophets, Public Profits, and the Pied Pipers of Lucre
“Keith Gill and the WallStreetBets horde aren’t going anywhere, and their crusade is not unique. They are preceded by many other campaigns, the earliest of which were Thomas Lawson’s in early 20th century Boston.” ~ Peter C. Earle
-
•
The Fall of the Dominoes
“What we can do at this point is to look back at key points where we could have stopped them falling – like taking seriously the idea of a limited government and the principle of sound money – and ensure that, when the dust settles, we warn future generations not to repeat those errors.” ~…
-
•
Understanding China’s Financial Market Chaos
“In this case, Beijing seems to be making a calculated decision to pursue immediate political goals over long-term growth. Such trends are likely to continue and will make investing in Chinese companies increasingly unattractive.” ~ Ethan Yang
-
•
History Lessons: The Case Against Regulating ESG Ratings Agencies
“This history lesson strongly suggests to us that security regulators should refrain from endorsing any particular ESG metric. Sadly, security regulators around the world appear to be intent on repeating the mistakes made by the SEC in the 1970s.” ~ Robert E. Wright & Andrew Smith
-
•
A Conversation On Wall Street and Dangerous Monetary Policy
“On this episode of the Authors Corner, Ethan Yang sits down with former hedge fund manager and founder of Signals Matter, Matt Piepenburg, to discuss his book Rigged to Fail. Matt brings his years of experience in the financial industry and his academic scholarship to offer a nuanced discussion on financial markets and the Federal…
-
•
Unemployment Over the Business Cycle
“Without significant monetary and regulatory reform, our recovery from the Covid-19 recession will not only not fix these negative conditions, but will only set up the U.S. for our next recession, one that will almost certainly be even more severe.” ~ Robert F. Mulligan