Blog: Defining Bubbles, Recessions and Inflation MAD style
How do you handle ambiguous rules?
Topic
cycle analysis
A collection of 53 issues
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.
Blog: What Could Prick the AI Bubble?
The return of the "burn rate" is an ominous sign.
The Fractal Market Hypothesis and Gambling - MUSI Shifts to Fragile
If the line blurs between investing and gambling, bad things can happen.
Blog: The Government Shutdown and Market Models
For FMCR there isn't a problem. But that may not be true for everybody.
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?