The Archive
Timeless analysis. We don't delete our history, because we learn from it.
The Econometrics of the Dollar Menu: The Burger Standard (2014–2026)
The official CPI claims cumulative inflation is 36.4%. The Dollar Menu says your real-world purchasing power was cut in half. Welcome to the Burger Standard.
Time Traveling the S&P 500: What 1932, 1974, and 2009 Have in Common
If you had a time machine and $10,000, where would you go to invest it? The answer might terrify you.
The Bricks & Mortar Mirage: Reading the Case-Shiller Index in 2026
At 329.9, the Case-Shiller Index is near all-time highs despite 6.5% mortgage rates. Here is how an economist decodes what is actually holding prices up—and what the number actually means for your capital.
How to Vet a Financial Advisor (Without Getting Sold)
The question we get asked more than any other. Here's the framework instead of a name.
The Seagull's View: Why 2026 is 1974
History rhymes. The seagull sees the storm before the sailor. Analyzing the stagflation signals ignored by the algorithms.
Shattering the Dollar: A Glass Analysis
Glass Steagall protected the dollar. Glass Seagull protects you. How to hedge when the currency floor cracks.
Don't Be a Pigeon: Contrarian Investing
Pigeons follow the crumbs (trends). Seagulls hunt the fish (value). The psychology of the anti-trend investor.