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March 2026
A month ago, I wrote about how the cycles pointed out by Kuznets, Kondratieff, and Minsky, combined with the writings of Joseph Schumpeter seemed to be coming together at the same time. Now that the war in Iran is nearly a month old, it seems the match has been lit that will set…
February 2026
Over the past number of months, I have become increasingly interested in a series of ideas put forward by a handful of economists that were both iconoclastic and influential in their time. It seems their ideas are experiencing a bit of a renaissance. Some of these economists achieved moderate fame, and some had…
JANUARY 2026
One thing I do constantly is think about risk exposure and uncertainty. I try to actively think ahead on behalf of clients. What do they want and need? IN doing that, I aim to be realistic in how I assess options, accepting that no one can be truly certain about anything. In addition,…