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Thoughts on the Iran Attack
Trump truly is a man of his word.
Jun 23
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Joshua Erwin
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Thoughts on the Iran Attack
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No I-ranian ever called me "goy"
I had a long post trying to work out the implications of the ongoing situation.
Jun 17
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Joshua Erwin
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No I-ranian ever called me "goy"
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Putting the L in TLT
Time to reappraise the Fed strategy
Jun 3
•
Joshua Erwin
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Putting the L in TLT
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May 2025
Digging into the Q1 2025 GDP Report
The US economy is doing fine
May 2
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Joshua Erwin
1
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Digging into the Q1 2025 GDP Report
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April 2025
Trump's disastrous attacks on the Fed
Central Bank Independence is important
Apr 21
•
Joshua Erwin
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Trump's disastrous attacks on the Fed
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The deep strategy behind tariffs
Originally wrote most of this post thinking I had time to dial it in, consider everything.
Apr 9
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Joshua Erwin
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The deep strategy behind tariffs
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Reaction to the early April market crashes
I'm stoked
Apr 4
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Joshua Erwin
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Reaction to the early April market crashes
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March 2025
Risks of a 2025 US Recession
I am not worried
Mar 30
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Joshua Erwin
1
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Risks of a 2025 US Recession
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February 2025
Bessent and the war on long rates
What an exciting time to be alive.
Feb 23
•
Joshua Erwin
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Bessent and the war on long rates
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January 2025
I will not be a victim (of the Fed)
I can live with being wrong, but I'm not buying more US stocks with breakevens near 2.5%
Jan 9
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Joshua Erwin
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I will not be a victim (of the Fed)
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December 2024
Quick Post on the H-1b debate
In a sense I don’t care about the immigration debate any more.
Dec 28, 2024
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Joshua Erwin
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Quick Post on the H-1b debate
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Analysis of Fed Policy and Market Moves at the end of 2024
It was an interesting week for markets.
Dec 23, 2024
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Joshua Erwin
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Analysis of Fed Policy and Market Moves at the end of 2024
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