Blog

Blog: Inflation - What's different this time. Part 1.

There are other forces than government spending.

Blog: Yield Curve Calls for Warp Speed

Interest rate risk signals full speed ahead.

Blog: Risk Measures - How Low can They Go?

Blog: Yet Another "New Normal"

The markets expect stability.

Blog: Healthcare and Sticky Inflation

Rising healthcare costs are making the Fed's job harder.

Blog: Picking a Winner

Market lessons from Paul the Octopus.

Blog: Will the Fed pull off a 1994 in 2024?

Soft landing is becoming a possibility much to my surprise.

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.