Give It To Me Strait

The S&P 500 has not been more boring in the last century, I overestimate the debasement trade, society is getting lonelier, and college grads are having it rough, but I can't blame AI.

Welcome to this week’s edition of The Macro Obsession.

The best round-up of current events and trends in finance, tech, and the real economy currently in your inbox!

Issue #36—Week of March 9th, 2026

• Doing Nothing

• Safe Haven No More (Revisited)

• Going Alone

• The Value of a Good Education