Fed Over-Tightening: How Much Runway Is Left Before It Bites?

Published on October 26, 2026

The Fed is hiking to prove it can beat inflation. The danger is that it proves the point with the one economy that can’t afford to lose.

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Keynes Is Still with Us

October 26, 2026
Keynes’ influence is still very much alive. As one point of evidence, Robert Hall of Stanford University and Michael Woodford of Columbia University, champions of what is now known as “The New Keynesian Theory,” were recognized with this year’s Nobel Prize in Economics.

A Guide to Form 4 Noise Reduction

October 26, 2026
It may sound like a gold mine to have a page full of official insider trading data, but the commonality between the SEC’s filing archives and physical gold mines is that they require a lot of blasting, sifting, and digging to find gold. In this article, I discuss how to separate what is certainly fool’s gold from what deserves a closer look in the mine of SEC filings.