Blog: Financial Stability-The Third of Two Fed Mandates?
Financial stability overrides inflation and employment.
Edgar E Peters
Blog: Free Markets Need Uncertainty
Free Market uncertainty creates long-term opportunity and short-term risk.
Blog: Is the Market Fractal?
It's about statistics and behavior, not price patterns.
Blog: A Different View of the 50 Year Mortgage
Housing "affordability" may mean something different depending upon your economic class.
Blog: Defining Bubbles, Recessions and Inflation MAD style
How do you handle ambiguous rules?
Blog: AI and the Coming White Collar Recession
A recession will give many firms the opportunity to replace highly paid and "protected" workers with AI.
Blog: Is Private Credit the New Sub-Prime?
High leverage and market uncertainty are an explosive combination.
Blog: What Could Prick the AI Bubble?
The return of the "burn rate" is an ominous sign.
The Fractal Market Hypothesis and Gambling - MUSI Shifts to Fragile
If the line blurs between investing and gambling, bad things can happen.
Blog: Tipping Point or False Alarm?
Are the markets weary, or is this just another false alarm?