Archive - Joshua’s Newsletter

Analysis of Fed Policy and Market Moves at the end of 2024

It was an interesting week for markets.

Dec 23 •

November 2024

The Ukraine War and Trump

The incoming Trump admin says it wants to establish a demilitarized zone on the contact line in the Ukraine.

Nov 11 •

October 2024

September 2023 Jobs Report

The jobs report came out.

Oct 5 •

September 2024

The rate cut and inflation data

I want to buy long bonds

Sep 27 •

Operation Condor 2.0

Milei, Bukele and the USA

Sep 21 •

August 2024

What I'd do if I were the Fed

Comments on the market crash

Aug 5 •

April 2024

Thoughts on Q1 2024 GDP Report

Not as bad as it people say

Apr 25 •

March 2023

Q1 2023 Economic Update

Discount the recession hype

Mar 20, 2023 •

December 2022

End of 2022 Economic Update

I’ve neglected to do an economic update post for too long.

Dec 9, 2022 •

June 2022

Midyear Economic Outlook

A leading error you’ll see in economic analysis, usually among crackpot Austrian types or amateurs, is to treat the economy as an automatonistic system.

Jun 19, 2022 •

May 2022

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