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The Long Horizon

Thoughts, stories and ideas.

Latest Posts

The Fed minutes just repriced the cash sleeve and the credit line

Jonathan Morgan · 8 Oct 2026

$372 billion a year for things you cannot ship.

Jonathan Morgan · 7 Oct 2026

Goods prices come back. Services prices do not.

Jonathan Morgan · 6 Oct 2026

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Jonathan Morgan

Creator of The Long Horizon

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