Blog: The Market's Not Fragile Like a Flower, but Fragile Like a Bomb.
Risks are piling up while financial leverage increases.
Topic
Blog
A collection of 109 issues
China's Minsky Moment Risks are Increasing
Is this a Global Financial Crisis 2 in the making?
Blog: Will Inflation Come Back for One Last Scare?
The Aborted Landing Scenario rises from its economic grave.
Blog: El Nino and Commodities Revisited
With the devastating impact of Hurricane Helene on the Southeastern US, and the transition from El Nino back to La Nina taking place, I thought it might be a good time to revisit the work I published in a Newsletter last year. In the newsletter I came up with a
Blog: Fed Signals "All Clear," But for Markets?
Is a large Fed cut good news?
Blog: I See Market Risk Arising, But trouble's not on the way, yet.
Downside risks are building, but not yet critical.
Blog: Imagine Monetary Policy Implemented by Politicians
Would they have the guts to crash the economic party?
Blog: Inflation is in the Eye of the Beholder
Don't forget "alternative" measures of inflation.
Blog: Did August Market Volatility Mean Anything?
Was it "full of sound and fury, signifying nothing" or "Something wicked this way comes?"
Blog: Where are we in the Market Cycle?
Things look pretty good.