Blog: Welcome to the "Pavlov's Dog" Market
Markets are conditioned to buy the rate cut, but is that a good idea?
More issues
Blog: Unintended Consequences of Cutting Rates
The pressure to cut rates for the wrong reasons can lead to undesirable results.
Blog: The Fed Changes Strategy
Powell talks about more than rate cuts.
Blog: Stock and Bond Markets send Conflicting Signals
But for stocks it's likely a short-term reprieve.
Flash Report: MUSI shifts to Transition
Positive risk sentiment offsets negative fundamentals, for now.
Blog: The Action/Reaction Myth and Markets
The waiting is the hardest part. -Tom Petty
Blog: Uncertainty + Tariffs = Stagflation?
Inflation or employment. Which path will the Fed take?
Blog: AI Bubble - Are we there yet?
Bubble conditions are here. But risk sentiment is positive.
Blog: Are Stablecoins and DeFi taking us "Back to the Future?"
The decentralized US banking system in 19th century illustrates risks.
Blog: Inflation's Rashomon Effect
Tariff inflation is in the eye of the beholder.