Month

Hope all goes well… Dusted off an anecdote from 2024 about the best career advice one of my closest friends ever received (see below). I take late summer off from writing. Making more space for family, reading, wandering. Wishing the same for you. All the very best, Eric Week-in-Review: Mon: Trump extends China tariff another 90 days. Trump names EJ Antoni to lead Bureau of Labor Statistics, succeeding McEntarfer. Me

Hope all goes well… Dusted off an anecdote about the mysterious nature of markets, physics, quantum entanglement. I take late summer off from writing. Making more space for family, reading, wandering. Wishing the same for you. All the very best, Eric Week-in-Review: Mon: US durable goods orders -9.4% (-9.3%e), factory orders -4.8% as exp. South Korea CPI 2.1% as exp. Turkey CPI 33.52% (34.10%e). Trump says he will be

Hope all goes well… Dusted off a piece I wrote in January 2021 titled The Case for Digital Assets (see below). I figured back then that it would probably take a decade or so to integrate blockchain technologies into the foundation of global finance. We seem to be tracking. And the process should accelerate with the regulatory changes now underway – the infrastructure race is on, starting with dollar stablecoin.