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.

Blog: Complacency, Acquiescence and Low Uncertainty

Low risk may not mean low uncertainty.

Blog: What's Driving the Market?

A personality test for the market.

Blog: Measuring the Impact of War on Market Uncertainty

Adapting to unique market events.

Blog: Are Bonds the Dog that didn't bark?

The Bond market's lack of reaction to the new Middle East Crisis tells us something.