Pinned
Jul 4 •
Interactive Chart
This is an amazing tool for finding the real rate of interest. Adjustments to the neutral rate, the effective funds, and inflation expectations to determine the real rate , accommodating or restricting. https://codepen.io/Uneducated-Economist-/pen/ogBpjYv
18h •
Savings Glut of the Rich - Where the money goes and what results
- Between 1980 and 2019, foreign holdings of U.S. safe assets increased by roughly 54.8% of national income. - THE TOP 1% OF U.S. households alone was about 42.1% of national income. - The paper adds an important distributional dimension: who receives the income matters, because high-income households save a much larger share of an additional dollar (which translates to government funding/ability to spend)... So guess who takes priority for "stimulation"... Source paper: https://straub.scholars.harvard.edu/sites/g/files/omnuum7751/files/2025-07/MSS_SGR_July242025.pdf
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4d •
r* Coffee
Monetary policy for your morning. Warning - excessive consumption may lead to luxurious spending, while under consumption may lead to lowered production (albeit off-set by increased savings and investment).
21h •
This is the Simon Dixon video where he gets a lot of things right, but of course no one has it ALL figured out
https://youtu.be/svGunuwPYGc?is=RGifJPgRXEs7Vvlr
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7d •
Berkshire, Lennar, and a Possible Shift in the U.S. Housing Cycle
You don't want to miss this FREE article. This is not a recommendation to buy LEN or any related position, but I think it's worth exploring Berkshire's positioning into the housing market despite a higher nominal rate environment. https://daveseconomicresearch.substack.com/p/berkshire-lennar-and-a-possible-shift?r=1zje39&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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Breaking down complex economic topics for the average everyday person to internalize to make the best decision for themselves and their families.
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