Known Unknowns

Homeownership is what's cringe

People really hate 50 year mortgages

Nov 17 • 

Allison Schrager

20

13

3

Good and hard

On Socialism, sex work, and credit spreads

Nov 3 • 

Allison Schrager

45

22

6

October 2025

Shiny and Scarce

The secrets to sustainable growth and wealth

Oct 20 • 

Allison Schrager

36

11

4

Pay more and take more risk

The answer everything from retirement, fiscal crisis, and bad Broadway musicals

Oct 6 • 

Allison Schrager

22

15

4

September 2025

Too much of a good thing

When it comes to data sometimes more is less

Sep 22 • 

Allison Schrager

15

3

3

Where the bodies are buried

30 year yields don't lie, even when they are repressed.

Sep 8 • 

Allison Schrager

24

7

3

August 2025

And just like that...

Cities, private markets, and clubs aren't so special anymore

Aug 25 • 

Allison Schrager

26

6

The problem of abundance

Not a bad problem to have

Aug 11 • 

Allison Schrager

20

4

1

July 2025

Pension Geeks fight back

Even a very weird market doesn't excuse a 3% return

Jul 28 • 

Allison Schrager

28

6

4

Fat and angry

The American economy is changing, not everyone is here for it

Jul 14 • 

Allison Schrager

32

10

5

The new divide

New friends and idealogical foes, but at least we can all meet at our club

Jul 1 • 

Allison Schrager

29

11

6

June 2025

Fair-weather Hawks

Alas, Stablecoin won't save us

Jun 16 • 

Allison Schrager

24

12

1