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Alpha Letter
Dear Subscribers, Over the past year I have thoroughly enjoyed writing about markets and the U.S. economic recovery. The conversations have been great…
Oct 13, 2021
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What The Hell Is Bitcoin?
Taking a look from first principles
Jun 1, 2021
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What The Hell Is Bitcoin?
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Tech Update: Google’s Conference Goes Virtual, a Direct Listing Struggles, and an Unusual IPO
Discussing Google’s Tech Conference, Squarespace’s Direct Listing, and Jahez’s Upcoming IPO
May 25, 2021
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Tech Update: Google’s Conference Goes Virtual, a Direct Listing Struggles, and an Unusual IPO
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Macro Update: Inflation Hits Consumer Confidence
Looking at Consumer Sentiment, Housing Data and U.S. Mobility
May 18, 2021
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Macro Update: Inflation Hits Consumer Confidence
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Tech Update: Hackers, Pirates, and Delivery Drivers
Welcome to The Macro Mail’s Tech Newsletter. Since our last tech mail, a lot has happened - today’s newsletter discusses the cyberattacks on the…
May 11, 2021
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Tech Update: Hackers, Pirates, and Delivery Drivers
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Commodities: An Overview
Not all that glitters is gold
May 4, 2021
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Commodities: An Overview
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Tech Update: NASA's Ingenuity, New Delivery Bots Arriving
Welcome to The Macro Mail’s Tech Newsletter. Since our last tech mail, a lot has happened - today’s newsletter discusses artificial intelligence…
Apr 27, 2021
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Tech Update: NASA's Ingenuity, New Delivery Bots Arriving
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The Great Inflation Debate
Will we see inflation, and how long will it last?
Apr 20, 2021
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The Great Inflation Debate
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