My Readings

Luis Rubio Thomas Carlyle (1795-1881) says, “the True University of these days is a collection of books.” Here is my best attempt to share some of the readings that impacted me the most this year. Two emblematic dictators-Stalin and Hitler- were allies at the beginning …

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Brace for Impact: Economic Forecast for the Second Half of 2022

Image: Shutterstock Inflation, Disrupted Supply Chains, Solar, Excessive Liquidity, Volatility, Crypto Implosion, GDP, Quantitative Easing, Stimulus, Oil, Labor Shortages, European Union, Energy Costs, Food Shortages, Tapering, Black Swan, Gold, Covid, PCE price index, Sanctions, Recession, NATO, Interest Rate Hikes, Inventories, Ukraine, Vaccines, Worry-Filled Market, China, War Economy, Bubbles, Russia, Fed, Semiconductors, Inverted Yield Curve, Immigration, …

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