Sorry about that. There have been some medical issues, buying a house (a pain in the ass to do, it turns out!), finishing the Sloan proposal, and - oh ya - finals followed by a month of fear of the comps.
So it's been a little slow and it's likely to continue to be slow, but hopefully I'll have the opportunity to post more - and post more substantively - by early summer. In the meantime, if anyone is interested in guest posting the way Blue Aurora did a couple weeks back, let me know. I'm very open to that. You know the sort of themes this blog goes for and that readers enjoy.
My macro excel models
4 hours ago