Blog: The Age of Ambiguity
So much information. So little meaning.
Topic
Bubbles
A collection of 17 issues
Blog: The Law of Unintended Consequences, Complexity and Markets
Overconfidence in a complex environment can lead decision makers and investors astray.
Blog: El Nino and Commodities 2026
El Nino is a positive for consumers but a negative for markets on average. This time around geopolitical factors may dominate the climate.
Blog: Which Type of Inflation Are We Facing?
Rate hikes may not curb today's inflation.
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: 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: 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.