“Peak China” Has Arrived
China has been a bit of a “boogeyman” for the US these past few decades… And with good reason. Starting ...
Moneyball Economics
The Trillion-Dollar Robot Revolution is HERE
One of the most fascinating things about studying the job market is its constant evolution… It’s not static. New consumer ...
How Hiring Unlocks Hedge Fund-Level Returns
Welcome back to Moneyball Economics … and welcome back to one of the most profitable investing experiments I’ve ever seen… ...
Trump’s “Tariff Shock” (Part II)
In our last episode of Moneyball Economics, we talked about the surprising success of Trump’s “Liberation Day” tariffs — transforming ...
The Inconvenient Truth About Trump Tariffs
Tariffs. If the media is to be believed, tariffs are something like a political boogeyman … an archaic and outdated ...
The Relief Rally is HERE
All the way back in December of 2024, I made a very bold call… At the time, Donald Trump had ...
How the US Won the World Cup Before it Even Started
185,000 new jobs. That is the World Cup’s impact on the American economy (according to government projections). Of course, the ...
The True Story Behind Gold’s Collapse
These past few years have been a paradise for “gold bugs” and safe haven investors… Because after years of watching ...
(A)I, Robot
With AI, it seems like the sky’s the limit… We’ve got Wall Street making massive projections about the future value ...
The All-American Comeback
There’s a long-running narrative that ours is an empire in decline … That America is the embodiment of “Late Stage ...
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