A Few Things: Revenge of The Old Economy, End of The Unipolar Era, Asking Beautiful Questions, Psychology of Money

May 14 2022

I am sharing this weekly email with you because I count you in the group of people I learn from and enjoy being around.

“It’s easy to get drawn into focusing intently on macro. And there is no shortage of pundits telling you what will happen next. But there’s a large literature that shows that experts are poor predictors. Be macro aware and macro agnosti…