Mens Mercatus - Mind on the Market

Mens Mercatus - Mind on the Market

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Foreigners Like to Own Our Stuff! (And Other Scary Stories from The Economist)
The NIIP Crisis Is Made Up. So Is the Solution.
 • 
Rasheed Saleuddin
CRCL: The $25 Billion T-bill Business
Circle is not a payments company. Stripe will eat it alive
 • 
Rasheed Saleuddin
Fannie and Freddie’s Comeback Tour: Still Yours to Bail Out
Does the US housing market really need trillion-dollar government-sponsored hedge funds?
 • 
Rasheed Saleuddin
Start Here: What Is Mens Mercatus?
Welcome. You’ve found Mens Mercatus. Latin for “Mind on the Market.”
 • 
Rasheed Saleuddin
 and 
Jeffrey Sandler
We’d love to buy Treasuries, but we’re not insane.
Blaming the SLR for Treasury market woes misses the point: risk is real, and nobody wants duration.
 • 
Rasheed Saleuddin

May 2025

Buying Default Insurance on America?
Rising sovereign CDS spreads aren’t a deficit alarm, but a rational bet on Washington dysfunction
 • 
Rasheed Saleuddin
Up in Smoke
The Canadian Cannabis Collapse: From High Times to Hard Lessons
 • 
Jeffrey Sandler
Speedrunning MSTR 2.0 Clones. Now With Extra Hype
Updating the arms race to out-MicroStrategy MicroStrategy
 • 
Rasheed Saleuddin
Don’t Blame the Bond Vigilantes
If you listen closely, what’s spooking markets these days isn’t deficits. It’s something else.
 • 
Rasheed Saleuddin
The Great Bitcoin Copy Machine
Bitcoin is being put into a box and sold back to the public by the very people it was meant to disrupt for an enormous, windfall profit. Retail will…
 • 
Rasheed Saleuddin
A Global Replacement for the Fed
Do We Need a NATO for Central Banking?
 • 
Rasheed Saleuddin
Grift 2.1: MicroStrategy’s Clone Wars Begin
Are We Ready for Another Wall Street Round of 1 + 0 = 2? FOMO Says Yes!
 • 
Rasheed Saleuddin
© 2025 Rasheed Saleuddin and Jeff Sandler
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