Blog: Bessent Tries to End Run the Fed
Manipulating the bond market is doomed to failure.
Topic
cycle analysis
A collection of 76 issues
Blog: The Yen and the Fractal Nature of Currencies
Currencies are different than stocks and bonds, though all are fractal.
Blog: Military Spending and Inflation
Military spending can distort GDP and create inflation.
Blog: AI and Tariffs and War. Oh my!
The bond market is expecting to find something worse than a cowardly lion.
Blog: Oil Price Complacency May Soon be Tested
The mechanism for stabilizing oil is not sustainable.
Blog: Is Emerging Market Risk Different From the Others?
EM may be a better reflection of AI Bubble risks.
Blog: The Age of Ambiguity
So much information. So little meaning.
Blog: Which Type of Inflation Are We Facing?
Rate hikes may not curb today's inflation.
Blog: Bad News! Global Manufacturing is Expanding.
Businesses prepare for price rises and supply shortages.
Blog: The "War on, War off" Market
The investing fog of war remains thick.