Jonathan WilmotNov 3, 20221 min readStrategy & Economics Posts10 Charts on War, Inflation and Asset PricesWars are inflationary, period. That is one of the clearest lessons of history, as we document below.
Jonathan WilmotSep 28, 20226 min readStrategy & Economics PostsWhen the Fed Panics What Does the Market Do?Panic is the short answer. Some thoughts on the longer answer below…..
