Observations of a Biological Economist
Biology & Economics
November 2022, Chicken Little Portfolio Performance
Q: What is worse than the Fed raising rates? A: the Fed loosing control of rates. Financial Depression looms and the Government cannot prev...
October 2022, Chicken Little Portfolio Performance
Stocks are rallying, bonds are rallying, gold is rallying, is the storm over? No. Not surprisingly, Chicken Little sees nothing but storm cl...
Chicken Little Buys Bonds
Chicken Little has purchased some US Treasury notes maturing in 3-8 years. Buy Bonds
September 2022, Chicken Little Portfolio Performance
The Sky is Falling. All assets have lost considerable value so far in 2022. Chicken Little predicts more extreme losses. What is next after ...
August 2022, Chicken Litte Portfolio Performance
Chicken Little is focused on interest rates. Financial headlines highlight the recent rapid increase in rates. However, inflation-adjusted, ...
Chicken Little gone insane?
Chicken Little has gone insane? I have shorted stocks again today. Here are some recent trades, sell stocks at Dow 31,000, buy stocks at 33,...
July 2022, Chicken Little Portfolio Performance
The Fed is a hero again? By raising real rates to negative 6% and reducing the balance sheet by 1% has the Fed cured decades of bad decision...
June 2022, Chicken Little Portfolio Performance
Stocks, bonds, gold, and crypto all fell in the first half of 2022. Is it time to buy? No, for two reasons. First, real interest rates remai...
May 2022, Chicken Little Portfolio Performance
The Piper will be paid, the sky is falling, wolf. What is the chance the coming financial crisis will be greater than the 'Great Depre...
I have just published an academic article on Biological Economics with Professor Jay Phelan from UCLA. Biology has the potential, we argue, ...
How to prepare for the Wolf
After a decade of fiscal and monetary incompetence, the wolf may be approaching your house. Is there a way to prepare for the wolf without p...
April 2022, Chicken Little Portfolio Performance
The Piper will be paid (by us, not Jay Powell). The bull market in everything was fueled by government overspending and Federal Reserve loos...
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