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War and the second moment in US equities

Where's the vol?
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For whom the Strait tolls
Not for equities apparently
 • Stephen Kirchner
Fade the ceasefire rally - it's not going to last
Plus, adventures in Claude Code
 • Stephen Kirchner
Headlong into the Kindleberger trap
Are we missing the global hegemon yet?
 • Stephen Kirchner
MAGA globalism
Supply shocks all around
 • Stephen Kirchner
Conservative nat sec narratives and strategic folly
Plus, Fed independence; and RBA dissents
 • Stephen Kirchner
Charting the mounting cost of war
TACO is not coming to save us
 • Stephen Kirchner
Bored of peace: war and economics
The safe havens that weren't; oil price shocks, monetary policy, and Kevin Warsh; and Alan Greenspan turns 100
 • Stephen Kirchner
After IEEPA: law and economics
Plus, AI versus right-wing MMT; and Australian Q4 GDP growth nowcasts
 • Stephen Kirchner
Kevin Hassett, partisanship, and epistemic closure
Plus, Sweden prepares for the threat of a Mar-a-Lago Accord; and reflections on AI in the social sciences
 • Stephen Kirchner
Institutional Economics
Institutional Economics
Economics, finance and public policy.
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