Everything Else

The things that don’t fit neatly anywhere else.

Some things clearly belong in AI, Real Estate or Watches.

And then there’s everything else.

This is where I put the thoughts, observations and questions that happen to have my attention but don’t need their own permanent category.

The Mix

A little bit of everything.

Markets, money, mindset, history, culture, society, cars, something I noticed during the morning, or something I’ve been thinking about for years.

There doesn’t need to be a common subject connecting all of it.

The connection is simply that I found it interesting enough to write down.

Everything Else

The latest from the miscellaneous drawer.

Whatever happens to be here right now.

  • Market Recap: Diplomacy Fades, Pressure Returns

    Iran’s harder tone pushed oil back above $100 as yields stayed elevated, the yen remained weak, and inflation pressure returned to the foreground.

  • Macro Snapshot: The Relief Half-Life Is Shrinking

    Political signaling can still move markets. The striking change is how quickly the relief now fades. With the U.S. 10-year back above 5%, the yen near 158, Brent above $100 and diesel under extreme pressure, the underlying strain is returning faster after each intervention.

  • Housing After the Era of Easy Money

    The pandemic changed where people lived, how they worked and how cheaply they could borrow. Years later, the housing market is still adjusting as homeowners with low-rate mortgages reconsider selling, buyers struggle with higher borrowing costs and fewer sellers choose to walk away.

  • The Economy Feels Fine. That May Be the Problem.

    The economy still looks surprisingly normal. But beneath the surface, households are cutting back, bond yields are rising, energy markets are tightening and global capital flows are shifting. The question is whether the structure underneath the economy is becoming more fragile than everyday life suggests.

For Now

That’s what’s in the drawer today.

I’ll keep adding to it as things catch my attention. If something here raises a question or gives you something to think about, feel free to reach out.