Jonathan WilmotNov 3, 20221 minStrategy & Economics Posts10 Charts on War, Inflation and Asset PricesWars are inflationary, period. That is one of the clearest lessons of history, as we document below.
Jonathan WilmotSep 28, 20226 minStrategy & Economics PostsWhen the Fed Panics What Does the Market Do?Panic is the short answer. Some thoughts on the longer answer below…..