Trump’s “October Surprise” Could Swing the Midterms
Right now, President Trump is facing some serious headwinds in D.C. His ratings are down, and polling for Republican candidates ...
Moneyball Economics
Someone’s Setting Fires on Wall Street
Volatility. It’s the word of the year. Even before this year started, I predicted we’d see persistent volatility in 2026, ...
Cue the Hedge Fund Panic Music
We typically think of hedge funds being out there on the market’s cutting edge. We think of elite traders, elaborate ...
Why We Haven’t Seen Oil Prices Spike
$280 per barrel. That’s how high oil prices would get if Iran’s blockade of the Strait of Hormuz yielded the ...
“Peak China” Has Arrived
China has been a bit of a “boogeyman” for the US these past few decades… And with good reason. Starting ...
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 If the media is to be believed, tariffs are something like a political boogeyman … an archaic and outdated ...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 ...
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