macro, fiscal, Fed. creator of the Sahm rule recession indicator. Stay-At-Home Macro (SAHM) Substack.
CNBC talking head. Markets, mostly. Maybe some baseball and movies.
The Daily Shot is a graphical, no-hype global financial and economic newsletter (see samples: https://thedailyshot.com/the-daily-shot-sample-newsletter/).
https://www.epbresearch.com/
Former: UBS Securities, Asia Ex-Pat, McKinsey, Mayor of Mill Valley, Finance Twitter. Fan of causal relationships, behavioral finance and the Quad Dipsea.
official Bluesky account (check username👆)
Bugs, feature requests, feedback: support@bsky.app
US government bond trader since '93 with the usual stints along the way at primary dealers and HFs. Now on my own. Pseudonym
