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Jonathan Todd

Analyzing; mostly finance, markets, economics
Jonathan Todd
Page 1 of 3 Older Posts

My 5 books of the year, and why (I think) I want to read fewer books in 2021

By Jon Todd on 31 Dec 2020

My top five books of 2020 are (unsurprisingly) mostly economics related, with a dash of political polarization…

Why the inflation outlook is a key question for 2021

By Jon Todd in economics on 30 Dec 2020

Why we shouldn't assume inflation will rise meaningfully in 2021…

My 168 hour foray into Bitcoin

By Jon Todd in bitcoin on 28 Dec 2020

I guess I'm not a believer.…

Let's Piketty-fy infrastructure week

By Jon Todd in economics on 18 Nov 2020

There's broad consensus Infrastructure investment would help inequality. Tax cuts and some regulatory rollbacks, not as much.…

Substack and Bundle Pricing

By Jon Todd in economics on 16 Nov 2020

Why Substack writers might have to dust off their microeconomics textbook…

We're getting closer to a vaccine - what does that mean (if anything) for tech?

By Jon Todd in finance on 09 Nov 2020

As long expected, the reaction to the most positive COVID-19 news we've had is a big value rally. While the Nasdaq trades basically unchanged in the first session after the Pfizer news, the small cap Russell 2000 was up over 5%. The iShares S&P 500 Value ETF $IVE…

The entire market is SoftBank now

By Jon Todd in finance on 27 Oct 2020

What can we learn from Masayoshi Son's investment strategy?…

Don't force Jay Powell to make the boudin noir

By Jon Todd in Federal Reserve on 16 Oct 2020

The Fed is being asked to and can do a lot more these days. But "can" doesn't necessarily equate to "should."…

Page 1 of 3 Older Posts
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economics: 9 retail: 8 COVID-19: 5 ecommerce: 4 finance: 4 Federal Reserve: 3 cities: 2 fashion: 2 tech: 2 FAANGs: 2 politics: 2 new york: 1 chicago: 1 advertising: 1 bitcoin: 1
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