Américo's Notebook | Substack
Américo's Notebook
The world and the markets move for reasons most commentary never explains. This is an attempt to find those reasons.
Launched 2 months ago
Why Warsh needed to look hawkish before he can afford to be dovish
24 mins ago•Américo
1
Jun 21•Américo
21
1
Inside the Fed’s Next Liquidity Regime
Kevin Warsh chairs his first FOMC meeting today, June 17th.
Jun 17•Américo
22
2
Most Popular
Are We Living in a Simulation? AI Just Made the Question Harder to Dismiss
Apr 25•Américo
83
3
May 31•Américo
77
1
Most investors should be Bogleheads
May 17•Américo
63
1
Your Index Fund Is Their Exit Strategy
Jun 11•Américo
49
1
The Storm Was Always Coming. We Just Had to Live Through It First.
May 6•Américo
47
1
AGI = Artificial Gaslighting Intelligence (for now)
May 26•Américo
41
3
LatestTopDiscussions
Your Index Fund Is Their Exit Strategy
The PE ratios look fine. That is the problem.
Jun 11•Américo
49
1
The last SpaceX IPO brief before pricing
SpaceX is a great company, but is it worth $2 trillion?
Jun 7•Américo
22
1
Como um homem do século XVIII ainda governa Portugal hoje
May 31•Américo
77
1
The lights go out when the bond market breaks
The Fed has no good options. The bond market already knows it.
May 30•Américo
28
1
AGI = Artificial Gaslighting Intelligence (for now)
May 26•Américo
41
3
2
Iran deal update, Sunday, May 24th
The deal that may or may not be a deal.
May 24•Américo
14
1
Xi showed Trump trees older than the United States
May 21•Américo
31
1
Most investors should be Bogleheads
Index funds, compound interest, rented Lamborghinis, and why you are probably not Michael Burry.
May 17•Américo
63
1
May 14•Américo
12
1
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Américo's Notebook
The world and the markets move for reasons most commentary never explains. This is an attempt to find those reasons.