Investment adviser and bestselling author shares how economics and geopolitics shape investing.

Joined October 2026
America’s Debt Is Spiraling Out of Control
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CapitalConsequence retweeted
I love this article by @CapConsequence! We all need to be as prepared as possible for any situation and this brings up a lot of great points.
WHEN THE MIDDLE CLASS STOPS BELIEVING What happens when hardworking Americans begin questioning whether the next generation will enjoy a better life? 📖 Read my latest article: capitalandconsequence.substa…
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WHEN THE MIDDLE CLASS STOPS BELIEVING What happens when hardworking Americans begin questioning whether the next generation will enjoy a better life? 📖 Read my latest article: capitalandconsequence.substa…
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CapitalConsequence retweeted
Another amazing article. You definitely want to read this. There are a bunch of other great articles in this Substack as well.
TODAY'S POLITICAL INCENTIVES. TOMORROW'S ECONOMIC CONSEQUENCES. One of the greatest challenges in economic policymaking is the difference between short-term decisions and long-term consequences. capitalandconsequence.substa… #CapitalAndConsequence #EconomicOutlook #PublicFinance
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TODAY'S POLITICAL INCENTIVES. TOMORROW'S ECONOMIC CONSEQUENCES. One of the greatest challenges in economic policymaking is the difference between short-term decisions and long-term consequences. capitalandconsequence.substa… #CapitalAndConsequence #EconomicOutlook #PublicFinance
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CapitalConsequence retweeted
This is another great article. I hope you all enjoy it as much as I did.
TWO INSTITUTIONS. VERY DIFFERENT POWER. The Federal Reserve and Congress both influence our economy, but their responsibilities are fundamentally different. 📖 Read the full article and subscribe to Capital & Consequence: capitalandconsequence.substa…
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TWO INSTITUTIONS. VERY DIFFERENT POWER. The Federal Reserve and Congress both influence our economy, but their responsibilities are fundamentally different. 📖 Read the full article and subscribe to Capital & Consequence: capitalandconsequence.substa…
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Two Policies. Two Very Different Jobs. Fiscal policy and monetary policy are often discussed as though they are interchangeable. They aren’t. capitalandconsequence.substa…
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CapitalConsequence retweeted
This is an amazing article! If you get a chance to read it, please do.
Lambs Chasing Butterflies in a Minefield Sometimes the greatest danger isn’t where everyone is looking. We spend enormous amounts of time analyzing the Federal Reserve. Will rates rise? Will they fall? What will the next quarter-point move be? capitalandconsequence.substa…
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Lambs Chasing Butterflies in a Minefield Sometimes the greatest danger isn’t where everyone is looking. We spend enormous amounts of time analyzing the Federal Reserve. Will rates rise? Will they fall? What will the next quarter-point move be? capitalandconsequence.substa…
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