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.

Blog: Complacency, Acquiescence and Low Uncertainty

Low risk may not mean low uncertainty.