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The LT3000 Blog: Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of history

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A blog about value investing, economics, policy and life. Deep dive investment thinking. A blog for aspiring polymaths.

The LT3000 Blog: Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of history Sunday, 12 January 2020 Demystifying post-GFC economics; the problem with scarcity; interest rates; long political cycles; and the end of history The post-GFC era has given rise to widespread investor confusion, as macroeconomic and market outcomes have deviated from the received economic wisdom about what 'ought' to have happened. Old hands have been particularly wrong footed, as their tried and true mental and financial models about how the world operates

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