Blog: The Government Shutdown and Market Models
For FMCR there isn't a problem. But that may not be true for everybody.
Topic
cycle analysis
A collection of 49 issues
Blog: AI Spending and Bubbles
Another characteristic for the Stock Market Bubble Checklist. But it's not new.
Blog: Welcome to the "Pavlov's Dog" Market
Markets are conditioned to buy the rate cut, but is that a good idea?
Blog: The Fed Changes Strategy
Powell talks about more than rate cuts.
Blog: The Action/Reaction Myth and Markets
The waiting is the hardest part. -Tom Petty
Blog: Uncertainty + Tariffs = Stagflation?
Inflation or employment. Which path will the Fed take?
Blog: Inflation's Rashomon Effect
Tariff inflation is in the eye of the beholder.
Blog: Complacency, Acquiescence and Low Uncertainty
Low risk may not mean low uncertainty.
Blog: What's Driving the Market?
A personality test for the market.
Blog: Transitory Inflation, Permanent Rise in Price
The meaning behind words/jargon matter.