In times of profound informational need – like today when we *really* need to know if inflation is embedded in the real economy – we are desperate for data that will allow us to act with conviction. But the nature of our macro data construction guarantees we will get less accurate results during these times where we need accuracy the most.
As the kids would say, it’s just math.
These are the major topics and ideas we discussed during the 08/05/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
ET contributor Brent Donnelly went out and asked some people he respects what advice they would give kids heading off to college. Here’s what he found.
The total value of the Chinese residential property sector is approximately $60 trillion – twice the size of the US residential market and bigger than the entire US bond market. Bigger than the entire US stock market, too.
It is … ummm … having a moment.
These are the major topics and ideas we discussed during the 07/29/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Multiple not-seen-in-a-quarter-century events have occurred over the past six weeks in rates-world. The lack of narrative attention is striking, as are the implications for the next few quarters across markets.
We’re building a Narrative Early Warning System (NEWS) as our first major research project in a larger effort to inoculate ourselves against the weaponized narratives of Big Tech, Big Media and Big Politics.
Locks of Love is one of the most well known and well regarded charities in America. But things aren’t always what they seem. Sometimes the smokescreen of common knowledge can obscure what’s really going on. So join me in a look behind the curtain at America’s most beloved charity.