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Califoreboding
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Rear Window
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The Year of the Trojan Fire Horse
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The Summer I Turned Pretty
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Semiquincententacles
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Home Alone: inflation and the new Fed chair; investing in China’s AI ecosystem; Prediction markets
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Abandon Ship!
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Salem’s Lot: Gulf War update; the Purge of senior US military officers; a US fossil fuel reliance fever dream
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Fighting Words: The Energy Transition in 2026
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Supply and The Mam
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Eye on the Market Outlook 2026: Smothering Heights
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The Deep End: 2025 Alternative Investments Review
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The winter of our discontent: generative AI disrupts the entertainment industry content moat
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Mad Libs: just fill in the blanks
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The Blob: Capital, China, Chips, Chicago and Chilliwack
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Fair Shakes
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Summer mailbag
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Time Flies: Twenty Years of Eye on the Market
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"OK Boomer" on stablecoins, profits, tax cuts vs tariffs and presidential break-ups
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Chicken Hawks: a quick note on the US budget reconciliation bill
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Back to our Regularly Scheduled Programming
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Dogespierre Has Left The Building: DOGE’s impact on US government spending; Spanish Power outage; Trump Tracker
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Redacted
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Fifty Days of Grey
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Heliocentrism: Objects may be further away than they appear
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From Here to Eternity
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Inauguruption: the flurry of Trump 2.0 executive orders
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Eye on the Market Outlook 2025: The Alchemists
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The Year of Living Dangerously
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"Kamilton": the 2024 election and who tells your story
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The Thucydides cap on the China equity rebound trade
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Mind the Gap: a historically polarized US election
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A severe case of COVIDIA: prognosis for an AI-driven US equity market
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There’s no place like home
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The Lion in Winter
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The Supreme Court vs the Regulatory State
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A Piece of the Action
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Animal Farm
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Cicadian Rhythms
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The Good, the Bad and the Ugly
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Electravision
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Five Easy Pieces
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Medical Complications
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Outlook 2024 - Episode 3: Deep Dive—Top Ten Surprises
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Outlook 2024 - Episode 2: Deep Dive—The Fats Dominoes
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Eye on the Market Outlook 2024: Pillow Talk - Episode 1: Outlook Overview
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It’s Mostly a Paper Moon: Alternative Investments Review
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Not That 70’s Show
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New York, Just Like I Pictured It
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What was I made for: Large Language Models in the Real World
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The Rasputin Effect
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Mr. Toad’s Wild Ride
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Letters to the Editor
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Too Long at the Fair
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The Places We Could Go
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Frankenstein’s Monster
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Growing Pains: The Renewable Transition in Adolescence
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Winter Heating
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American Gothic
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The End of the Affair
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Holiday Eye on the Market: Non-Fungible Trainwreck
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A CH₄, HR4346 and mRNA-1273 Thanksgiving
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Reruns
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Arrested Development
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On CPI, S&P, GHG and the IRS
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Independence Days
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The Elephants in the Room: Part Four, Whydrogen
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The Elephants in the Room: Part Three, Electrification of home heating
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Bear Market Barometers
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The Elephants in the Room: Part Two, Transmission and electric vehicles
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The Elephants in the Room
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Surveying the Damage
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China and the Russian invasion of Ukraine
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Webcast replay: Russia, Ukraine and implications for investors
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Risk unwind, supply chains and the Ukraine
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Middle Ages
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The Thing
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Help Wanted
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Dude, Where’s My Stuff
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Spaccine hesitancy
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Red Med Redemption
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Thy Brother’s Keeper
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Food Fight: 2021 Private Equity Update
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Future Shock
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Absolute Value
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Interest rate pretzels and the Zoom shock on real estate
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Very short stories
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Hydraulic Spacking
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Fear of Flying
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Outlook 2021: The Hazmat Recovery
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Holiday Eye on the Market: The Winter of Our Discontent
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The Armageddonists, Revisited
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Quiet Flows the Don
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Buckle Up
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Election 2020 - Praying for Time
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The Needle and the Damage Done
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COVID Research: Charts of the Week (August 17)
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COVID Research: Charts of the Week
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Blinded by Science: the US recovery, virus surge and scientific trust gap
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Stargazing: Tenth Annual Eye on the Market Energy Paper
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