







Stablecoins, Treasury markets, and the most significant shift in financial infrastructure that almost nobody is discussing.
Attention Is All You Need #2: This Time Is Different
What can we learn from the 2007 Global Financial Crisis and the 1990’s dot-com bubble?

The Future of Money: How the Digital Revolution Is Tran…
A cutting-edge look at how accelerating financial chang…

Stablecoins, Tokens, and Global Dominance
Technology is reshaping capital flows and currency dominance; data integrity is essential for financial stability

Has Wall Street Been Tamed? (Published 2016)
Critics say nothing has changed, but the truth is that American banks really are taking on less risk.

Home - Financial Times
News, analysis and opinion from the Financial Times on the latest in markets, economics and politics
Resilience, Risk, and Transformation
AI-related market corrections, sharp rises in sovereign bond yields, and cyber threats could trigger market turmoil, while financial vulnerabilities could amplify these risks into systemic events. The growing footprint of hedge funds could further exacerbate adverse market dynamics during periods of stress.

Issue 104 – World Tyranny Financial
As the Trump family’s crypto dealings raise more alarms, crypto enforcement is falling to new lows

Welcome to the new age of geoeconomics
Tech, trade, finance and military policies are mingling in a manner not seen during the neoliberal era

The Quiet Revolution in Central Bank Forecasting
Central banks are abandoning fan charts and embracing scenarios — but the theoretical foundation is still missing

The Co-Holding Puzzle: New Evidence from Transaction-Level Data
The tendency of consumers to hold low-yield liquid savings while simultaneously holding high-cost unsecured credit on revolving credit lines is a long standing
Opinion | We’re Measuring the Economy All Wrong (Published 2018)
The official statistics say that the financial crisis is behind us. It's not.


Report - Brace for Impact: Protecting People and the Economy when the AI Bubble Bursts — Open Markets Institute
Our report in partnership with Americans for Financial Reform outlines vulnerabilities in the financial system and wider economy that could intensify an AI crash into the next financial crisis, and provides steps that policymakers can take to mitigate the damage and protect everyday people from bear

Interest Rates: Prices Hidden in Plain Sight
I study ways the shift in credit price disclosures from dollar terms to interest rates has impacted consumer and firm behavior. In an experiment, I find that co
The Shadow Dollar System
Iran built a parallel financial infrastructure on the same stablecoin rails the US just legitimized. That contradiction is not an accident.

The Bitcoin Flaw: Monero Rising
The Bitcoin Flaw: Monero Rising By Izzy Otomakan Follow @cryptoizzy I recognize the irony that barely a few months afte...