Blog: Which Type of Inflation Are We Facing?
Rate hikes may not curb today's inflation.
Topic
AI
A collection of 12 issues
Blog: Will Mega-IPOs Create AI Warp Speed or a Black Hole?
Concentration risk plagues the S&P 500.
Blog: The AI Trade Ignores Macro Risk
AI speculators ignore macro risk at their peril.
Blog: Are the Markets Underreacting to "the biggest energy shock in history?"
Markets are feeling optimistic, despite a wounded energy economy.
Blog: Is This the End of the AI/Crypto/Gold Bubble?
Maybe, but Maybe not.
Blog: Happy New Year, But Don't Get Cocky.
My non-predictions for 2026.
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: AI Spending and Bubbles
Another characteristic for the Stock Market Bubble Checklist. But it's not new.
Blog: Fuzzy Sets and the "Probability" of Fed Rate Cuts
Traders are unconsciously using fuzzy sets.
Newsletter: Choosing Binary Classification Factors
Using the on-off switch for market risks.