Warsh's Track Record

Warsh’s Old Forecasts Show How He Formed His Views on Inflation
https://www.wsj.com/economy/central-banking/warshs-old-forecasts-show-how-he-formed-his-views-on-inflation-60efb1c7
As a Fed governor 15 years ago, Warsh was more worried about inflation than nearly all of his colleagues, and for years it didn’t materialize. 

Prime Numbers

Solved a 2000-Year-old Problem with Raw Intelligence
https://youtu.be/GDHAjzhjf8s
 
PRIMES is in P
https://annals.math.princeton.edu/2004/160-2/p12 

Building Wealth - Stock Market versus the Housing Market

For Gen Z, Building Wealth Is in the Stock Market, Not the Housing Market
https://www.nytimes.com/2026/08/22/business/gen-z-houses-investing.html
When it comes to building wealth, Gen Z is more focused on investment apps and their retirement accounts than they are in building equity in a home.

Houses Are No Longer the Best Place for Your Money
https://www.fa-mag.com/news/houses-are-no-longer-the-best-place-for-your-money-87759.html
The median house price in Nantucket, Massachusetts, is nearly $4 million. It was just $500,000 in 1995. This sounds like a stunning increase in one of the hottest and least accessible real estate markets in the country. What’s even more stunning is the stock market: If you invested $500,000 in the S&P 500 Index in 1995, you’d have more than $8.2 million today, even more if you reinvested the dividends you earned.
Stocks have clearly been the superior investment, even as housing has moved out of reach for too many Americans. It’s no surprise then that young people are saying they would rather put their money in equities than make a down payment like people their age have done for generations.

Is Buying a Home Still the Way to Wealth? Some Young Americans Aren't Sure
https://www.fa-mag.com/news/is-buying-a-home-still-the-way-to-wealth--some-young-americans-aren-t-sure-87707.html
The fast-rising costs of owning a home have some young Americans questioning whether buying a house is still a good investment.

Priced-out young buyers are looking abroad for their first homes

https://www.reuters.com/markets/on-the-money/priced-out-young-buyers-are-looking-abroad-their-first-homes-2026-07-17/ 

The Odyssey

The Odyssey (Rest is History Podcast)
https://youtu.be/X9BdAIn-WoE 

Daron Acemoglu - Overrated?

The world’s most influential economist is oddly unconvincing
https://www.economist.com/finance-and-economics/2026/08/17/the-worlds-most-influential-economist-is-oddly-unconvincing
Daron Acemoglu is revered. Why? 

Portfolio Allocation: Stocks versus Bonds

Investing in Bonds? Be Careful.
https://www.nytimes.com/2026/08/21/business/investing-bond-market-stocks-funds.html
High-quality bonds are still safer than stocks, but they have been swinging in value, so move cautiously, our columnist says.

Why bond markets are unnerving rich-world politicians
https://www.economist.com/finance-and-economics/2026/08/19/why-bond-markets-are-unnerving-rich-world-politicians

 
How the A.I. Borrowing Binge Helps Drive Up Government Bond Yields
https://www.nytimes.com/2026/08/20/business/bond-yields-tech-ai-debt.html
Analysts said the recent rise in Treasury yields partly reflected investor expectations that A.I.-driven growth could keep interest rates elevated. 
 
It Won't Take Much to Burst the Stock Market Bubble
https://www.fa-mag.com/news/it-won-t-take-much-to-burst-the-stock-market-bubble-88174.html 

Stock indices no longer reflect equity reality
https://www.economist.com/finance-and-economics/2026/08/18/stock-indices-no-longer-reflect-equity-reality

Declining Fertility Rates

The Case for Chilling Out About Birth Rates by Idrees Kahloon
https://www.theatlantic.com/ideas/2026/08/birth-rate-panic-overblown/688320/
Even if the fertility decline doesn’t reverse itself anytime soon, the consequences are unlikely to be apocalyptic. 

Don’t panic about the global fertility crash
https://www.economist.com/leaders/2025/09/11/dont-panic-about-the-global-fertility-crash
A world with fewer people would not be all bad.

AFTER THE SPIKE AND THE MYTH OF DEPOPULATION
https://populationmatters.org/news/2025/08/after-the-spike-and-the-myth-of-depopulation/

Elon Musk and the population apocalypse
https://populationmatters.org/wp-content/uploads/2022/09/PM%20Report%20-%20Elon%20Musk%20and%20the%20population%20apocalypse.pdf

 
Humanity will shrink, far sooner than you think
https://www.economist.com/interactive/briefing/2025/09/11/humanity-will-shrink-far-sooner-than-you-think
Demography sneaks up on you.

A contracting population need not be a catastrophe
https://www.economist.com/briefing/2025/09/11/a-contracting-population-need-not-be-a-catastrophe
The economics of a shrinking world.