Archive - Known Unknowns

Fair-weather Hawks

Alas, Stablecoin won't save us

Jun 16 •

Allison Schrager

Stop being polite and start getting real

On elite universities and early retirement

Jun 2 •

Allison Schrager

May 2025

Anchored expectations

And the New Right hates Europe so much it wants to be it

May 19 •

Allison Schrager

Turns out bonds are risky

The world wakes up to our new reality and freaks out

May 5 •

Allison Schrager

April 2025

How do you like me now?

Revenge of the neoliberals

Apr 21 •

Allison Schrager

Down but not out

The world order and American exceptionalism are being tested, but will prevail

Apr 7 •

Allison Schrager

March 2025

This is not austerity

Trumpanomics is high risk/high reward

Mar 24 •

Allison Schrager

Getting what you asked for

I thought everyone wanted de-globalization and more safety

Mar 10 •

Allison Schrager

February 2025

The Free Lunch is Over

Soon we'll all have to pay for our externalities; at least there will be super long term bonds

Feb 24 •

Allison Schrager

Shaking things up

The case for our institutions, even if they need to change

Feb 10 •

Allison Schrager

January 2025

Welcome to the new world order

Back from the Cabal

Jan 27 •

Allison Schrager

Risk management 2025-style

Higher rates reveal where the bodies are buried

Jan 6 •

Allison Schrager

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