Macroeconomics

Mar
11
AI for Moral Guidance in Wars

AI for Moral Guidance in Wars

Human decision-making about morality can be terrible. We do not need to look far to see that. The Ukraine war
4 min read
Mar
11
As Seen on Forbes: How To Attract And Keep Employees Satisfied In The ‘Great Resignation’

As Seen on Forbes: How To Attract And Keep Employees Satisfied In The ‘Great Resignation’

The Great Resignation is alive and well and has many aspects to it, only some of which are monetary. Look
Mar
11
As Seen on Forbes: Investors Should Watch Out For Price Controls And 'Sick Chickens'

As Seen on Forbes: Investors Should Watch Out For Price Controls And 'Sick Chickens'

In this piece on Forbes titled Investors Should Watch Out For Price Controls And 'Sick Chickens' [https://www.
Mar
04
Behavioral Finance in a Fearful Market

Behavioral Finance in a Fearful Market

Scholars developed Behavioral Finance for times like these when human emotions dominate investment decisions. Even if the Ukraine invasion were
3 min read
Feb
25
European Wars and US Portfolios  – the keep the money at home hypothesis

European Wars and US Portfolios – the keep the money at home hypothesis

As the Russian/Ukraine war evolves, American investors need a clear strategy for their portfolios. The first question for investors
3 min read
Jan
28
U.S. Treasury turns entitlements into infrastructure

U.S. Treasury turns entitlements into infrastructure

We heard from the head of the US Treasury last week that the US economy is in great shape [https:
3 min read
Mar
31
A COVID Lesson on Infrastructure

A COVID Lesson on Infrastructure

Dr. Philip Fischer clearly endorses large infrastructure investments, but thinks that this bill is off target. In his view, the disconnect between the COVID emergency, which we continue to experience, and future investment, is both illogical and dangerous.
4 min read
Jan
29
They’re gonna write a book about this

They’re gonna write a book about this

Dr. Philip Fischer shares his thesis that the two inexorable factors of life, death and taxes, are headed materially higher in this COVID age. What’s going to be roaring here isn’t the flappers but the Fed.
4 min read