Blog: Will the Fed pull off a 1994 in 2024?
Soft landing is becoming a possibility much to my surprise.
Topic
Blog
A collection of 109 issues
Blog: Will the Fed Care if Inflation is Sticky?
Depends on how you measure inflation.
Blog: Can China Make the Phase Transition to Complexity?
Will Chinese government allow their economy to develop an invisible hand?
Blog: Is the AI Bubble here? Looking at the Bubble Checklist
Bubble talk is premature. But we're getting there.
Blog: Why I'm no longer a "Quant."
Hi. I'm Ed. I used to be a quant.
A recent article in Bloomberg quoted David Einhorn, a prominent hedge fund manager, as saying that the markets were "fundamentally broken" because of "passive investors and quants." To quote Bloomberg, "Einhorn said that quants
Blog: Did the Market Groundhog see it's Shadow in the Jobs Numbers?
The bond market says yes. The stock market says no.
Blog: Are "Real" Rates High?
The moderate inflation regime justifies a higher real rate.
Blog: Bitcoin - Value vs. Utility, or, "Is Bitcoin Useful?"
Bitcoin. What is it good for?
Blog: Is the Stock/Bond Relationship Broke? Nope, but it's changed.
Bonds are still a diversifier.
Blog: The Goalie's Dilemma-Increasing Uncertainty to Reduce Risk
When risk and uncertainty are not synonymous.