Blog: Elections and the Fractal Market Hypothesis
Long-term investment horizons will likely become short-term this week.
Topic
cycle analysis
A collection of 35 issues
Blog: The Fed Model says the market's overvalued. So what?
An overvalued market isn't enough for a Fragile market.
Blog: The Market's Not Fragile Like a Flower, but Fragile Like a Bomb.
Risks are piling up while financial leverage increases.
Blog: El Nino and Commodities Revisited
With the devastating impact of Hurricane Helene on the Southeastern US, and the transition from El Nino back to La Nina taking place, I thought it might be a good time to revisit the work I published in a Newsletter last year. In the newsletter I came up with a
Blog: I See Market Risk Arising, But trouble's not on the way, yet.
Downside risks are building, but not yet critical.
Blog: Inflation is in the Eye of the Beholder
Don't forget "alternative" measures of inflation.
Blog: Did August Market Volatility Mean Anything?
Was it "full of sound and fury, signifying nothing" or "Something wicked this way comes?"
Blog: Where are we in the Market Cycle?
Things look pretty good.
Blog: Fuzzy Sets and the "Probability" of Fed Rate Cuts
Traders are unconsciously using fuzzy sets.
Blog: Markets and Politics
The statement "This time things are different" is equally dangerous to markets and politics.