Stuff Over Paper Substack

Post AI Rationalization

Market Missives 10.28.2025

Oct 28

August 2025

Mineral Diplomacy

Market Missives 08.13.2025

Aug 13

July 2025

Of Interest: 07.29.2025

Forget “Tariff Man”, President Trump has a new moniker: The Human Steepener. The name refers to the fact his Administration’s policy actions tend to…

Jul 29

June 2025

Of Interest: 06.23.2025

Consider the following country applying for an IMF loan.

Jun 23

Virtually Drowning

Market Missives 06.11.2025

Jun 11

May 2025

Of Interest: 05.22.2025

As we try to come to grips with a possible slowdown in growth, perhaps a recession, throw away your playbook on where you think interest rates will go.

May 22

1

Vibe Market - Not A Math Market

Market Missives 05.06.2025

May 6

1

April 2025

Of Interest: 04.15.2025

While equity markets were waiting for the Trump Administration to blink, it turns out they were really focused on the convulsions in the bond markets.

Apr 15 • 

Steve Allen

The Un-Marshall Plan

Market Missives 04.02.2025

Apr 2

March 2025

Re-Run

Market Missives 03.28.2025

Mar 28

1

Consciously Uncoupling

Market Missives 03.18.2025

Mar 18

1

Of Interest: 03.11.2025

While tariffs have commanded everyone’s attention of late, one of the most consequential financial and political developments of the last few decades…

Mar 11