markets

A Ben Hunt banger, research malfeasance, corona crisis vs Great Depression, post-pandemic New York, lockdowns & GDP, and fiscal policy.

Taleb on corporate socialism, NY Fed lessons from 1918 pandemic, SF Fed financial stress index, dead cat bounces.

The stock market as a function of rebalancing.

How Bill Ackman 100x'd $27m, How the pandemic will end, Cheesecake Factory defaults, and Matt Levine.

Airlines built to last, Icahn pumps a short, another mortgage crisis, investing in cybersecurity, and infinite games.

Avoiding a depression, NBER covid research, the '57 pandemic, solving the climate crisis, a super spreader event, and more.

Market narratives, fiscal stimulus proposals, donate blood, jobless claim spike.