Notes and perspectives

Writing

Occasional articles and essays on law, financial markets, banking, regulation, risk, and other subjects that invite careful analysis.

Archive / 01

Latest essay

18 min read

The Price of Knowing

Diesel, the EIA and the quiet politics of forecasting

A look at official forecasting, institutional capacity, and the difference between an observed price and a model's conditional view of the future.

Writing published here is personal commentary based on public information. It is not legal, financial, investment, or other professional advice.