CapitalConsequence

Investment adviser and bestselling author shares how economics and geopolitics shape investing.

[DarcyDonavan.x @darcydonavan]

Another amazing article. You definitely want to read this. There are a bunch of other great articles in this Substack as well.

[CapitalConsequence @CapConsequence]

TODAY'S POLITICAL INCENTIVES. TOMORROW'S ECONOMIC CONSEQUENCES.

One of the greatest challenges in economic policymaking is the difference between short-term decisions and long-term consequences.

https://t.co/T9mxYFb8kQ

#CapitalAndConsequence #EconomicOutlook #PublicFinance

[DarcyDonavan.x @darcydonavan]

This is another great article. I hope you all enjoy it as much as I did.

[CapitalConsequence @CapConsequence]

TWO INSTITUTIONS. VERY DIFFERENT POWER.

The Federal Reserve and Congress both influence our economy, but their responsibilities are
fundamentally different.

📖 Read the full article and subscribe to Capital & Consequence:
https://t.co/T9mxYFb8kQ

[CapitalConsequence @CapConsequence]

Two Policies. Two Very Different Jobs.

Fiscal policy and monetary policy are often discussed as though they are interchangeable.

They aren’t.

https://t.co/5oNyY62SM3

[DarcyDonavan.x @darcydonavan]

This is an amazing article! If you get a chance to read it, please do.

[CapitalConsequence @CapConsequence]

Lambs Chasing Butterflies in a Minefield

Sometimes the greatest danger isn’t where everyone is looking.

We spend enormous amounts of time analyzing the Federal Reserve. Will rates rise? Will they
fall? What will the next quarter-point move be?

https://t.co/5oNyY62SM3