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    MACRO

    On a Long Enough Timeline, History Repeats

    American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.


    SLACK

    Community Wisdom: Long Opposites, Short Harvests, Long Beatings, Short Aging, and Short Reason

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    BONDS

    Time to buy bonds

    We wouldn’t be surprised to see the 10-year yield range-bound between 1.5 percent and 3.5 percent for the rest of the decade.


    SLACK

    Community Wisdom: Short Naval, Long Fear, Long Patience, Short Conflict

    We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.


    ECONOMY

    Inflation-schmation

    How did we come to believe the Fed has to plunge us into recession to kill inflation?

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