Blog: Happy New Year, But Don't Get Cocky.
My non-predictions for 2026.
Edgar E Peters
Blog: "Radical" Uncertainty Rises as Market Risk Drops
“For uncertain matters there are no calculable probabilities whatsoever. We simply do not know." -J.M Keynes
Blog: Can We Trust the Inflation Data?
It's a Fox Mulder market.
Blog: Financial Stability-The Third of Two Fed Mandates?
Financial stability overrides inflation and employment.
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.