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Welcome to the high-cost service economy
Be careful what you wish for
Mar 18
•
Allison Schrager
15
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Welcome to the high-cost service economy
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Stocks aren't the only thing that's expensive
But they might be worth it, someday
Mar 4
•
Allison Schrager
15
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Stocks aren't the only thing that's expensive
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4
February 2024
In the new economy
We won't know philosophy, will live with our parents, and no tax benefits
Feb 20
•
Allison Schrager
15
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In the new economy
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5
Contrarians are back and Crypto bros are out
Markets return to sanity
Feb 5
•
Allison Schrager
14
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Contrarians are back and Crypto bros are out
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January 2024
Our days in power are numbered
Capitalists are not capitalist enough
Jan 22
•
Allison Schrager
17
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Our days in power are numbered
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5
The year the economy stops being weird
Trade-offs are back
Jan 4
•
Allison Schrager
19
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The year the economy stops being weird
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December 2023
Emphasis on soft
Where will we land and how long will we stay there?
Dec 18, 2023
•
Allison Schrager
15
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Emphasis on soft
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Simple thinking in complicated times
I am still worried about inflation and the failure of the humanities
Dec 4, 2023
•
Allison Schrager
18
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Simple thinking in complicated times
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November 2023
Setting ourselves up for despair
Getting Modern Portfolio Theory wrong and voting Republican won't actually kill you
Nov 20, 2023
•
Allison Schrager
15
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Setting ourselves up for despair
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6
Longer means Longer
Higher rates are already changing the economy and we're just getting started
Nov 6, 2023
•
Allison Schrager
34
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Longer means Longer
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October 2023
The maturity wall
In life and credit markets
Oct 23, 2023
•
Allison Schrager
13
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The maturity wall
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5
What goes down must come up
Bond prices are falling, but the inflation outlook for airline points has never been better
Oct 11, 2023
•
Allison Schrager
7
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What goes down must come up
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