Credit Bubble Stocks

Friday, February 13, 2026

Friday Morning Links

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This paper extends a simple economic model of the regulated firm to include a wider range of both management objectives and of regulatory co...
Friday, February 6, 2026

Friday Night Links

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Bottom line: the slow-moving, minimally invasive Anglo-Saxon schemes of regulation and litigation assume fair play, that people mean well, d...
Monday, January 26, 2026

Monday Morning Links

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Shell’s faster-moving scenarios envision annual solar installations exceeding a terawatt globally by the early 2030s — roughly the equivalen...
Saturday, January 17, 2026

Long Weekend Links

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One way to think about computation before computers is through the work of Herbert Simon, the only person to win both the Turing Award and t...
Thursday, January 1, 2026

New Year's Links

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In the 1960s and 70s, the standard way to do economic analysis was to feed data into a model and then estimate the relevant parameters. For ...
Wednesday, December 31, 2025

Books - Q4 2025

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Born to Be Wired: Lessons from a Lifetime Transforming Television, Wiring America for the Internet, and Growing Formula One, Discovery, Siri...
Wednesday, December 24, 2025

Christmas Eve Links

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‘A cold coming we had of it, Just the worst time of the year For a journey, and such a long journey: The ways deep and the weather sharp, Th...
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