Tag: Economy

• A Thought Exercise in AI Overlords

  I’m not sure you could call the following “analysis” per se, but it’s an idea that’s been rolling around in my head for a while. Some background: Monetary policy is often times described with the following axiom: Expansionary monetary policy is like pushing on a string, while restrictive policy is like pulling on a string.…

  Thomas Schleusener

  January 6, 2026

  Markets, Non-Fiction, Philosophy

  ai, artificial-intelligence, bonds, Economy, fed, finance, inflation, interest rates, investing, monetary policy, money

• Markets Potpourri

  A smattering of thoughts: layoffs, AI bubble, Trump policy, crypto, Fed repo actions, fraud. Structural changes to US economy -> labor for infrastructure Verizon is the latest in a swath of tech companies laying off corporate staff, announcing it’s cutting up to 20% of it’s workforce. In recent weeks, Target Corp. announced plans to eliminate 1,800 roles,…

  Thomas Schleusener

  November 14, 2025

  Markets, Non-Fiction

  ai, crypto, Economy, fed, fed repo, federal reserve, finance, financial crisis, fraud, interest rates, investing, layoffs, rates, repo, s&p 500, stock-market, stocks, tech layoffs, trump

• Recipe for a Market Crash

  

  Earnings season is upon us and a diabolical mash of market conditions is converging to make it an interesting one. Let’s get cooking. Ingredients: Two tablespoons of rising stock prices One cup rising price to earnings ratios One cup falling dividend yields 2 cups falling earnings estimates A dash of slowing global growth One scoop…

  Thomas Schleusener

  April 15, 2019

  Markets, Non-Fiction

  brexit, economics, Economy, Financial Markets, global growth, IMF, Market Crash, Markets, s&p 500, uk