Passant Gardant

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Max Disinflation
But Inflation is Still High! For Now...
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Thomas Anderson
One-year Anniversary of Recession Onset
Still no official NBER declaration
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Thomas Anderson
September 2023
Months, What Are They Good For?
Let's Adopt a Calendar for a New Era
 • 
Thomas Anderson
$1 Trillion in 3 Months
Debt is Going Hyperbolic
 • 
Thomas Anderson
Soft Landing, Hard Landing?... Crash Landing
Imminent Recessionary Crisis
 • 
Thomas Anderson
This Changes Everything!
Inflation-Adjusted Perspective
 • 
Thomas Anderson
Beware the Overton Window
Big Brother Controls the Narrative
 • 
Thomas Anderson
What Are Base Effects?
And Is Inflation as Bad as Headlines Indicate?
 • 
Thomas Anderson
Final Stage of Bubble
I think most people are probably familiar with this decades-old illustration of the stages of a bubble…. The stages of a stock market bubble, often…
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Thomas Anderson
2020s: The Fourth Turning
Armageddon in our Lifetimes
 • 
Thomas Anderson
Treasury Whipsaw
Recession Panic, then Inflation Panic
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Thomas Anderson
1
High Oil Prices are Deflationary
Common intuition might suggest that when oil prices rise, it should lead to higher inflation. After all, oil is a crucial input into almost every facet…
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Thomas Anderson
1
© 2023 Thomas Anderson
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