An engaging economics site written by two asset management veterans.
“Our blog is based on our portfolio management experience and F.F.’s ongoing research, and motivated by our respective midlife crises. Most people drive around in convertibles and reinterpret their wedding vows. We made up new names and started the blog.”.
They do good work. No nonsense, clear, aligned with reality (to the extent anyone nowadays can work out what that is) and enjoyable. Their latest (“Planning for Future Rate Hikes: What Can History Tell Us that the Fed Won’t?”) is as good a point of introduction as any. Have a look and perhaps, like me, you’ll also work your way through some of their back catalogue.