Category: Economics

Clear, no-nonsense explanations of the math behind global finance, systemic risks, and the pressure points that drive collapse and recovery.

  • I’m Sitting in Two Camps Right Now

    George Campbell

    I’m sitting in two camps right now. I understand what’s happening in the economy — but I don’t know how it resolves. This isn’t a recession cycle. It’s an asset-class risk repricing driven by mathematical constraints, not politics. Debt service ratios are binding. Leadership is improvising. Markets are waiting. Over the next six posts, I’m… Read more