Blog: Markets and Politics
The statement "This time things are different" is equally dangerous to markets and politics.
Topic
cycle analysis
A collection of 26 issues
Blog: The Inflation Outlook Is Worse Than it Looks
Fed policy may not be as affective as investors think.
Blog: Inflation - What's Different this Time. Part 2
This time it's global, and everywhere.
Newsletter: The Dispersion Index - A new measure of risk
A complement to the VIX.
Blog: Inflation - What's different this time. Part 1.
There are other forces than government spending.
Newsletter: A Monetary Inflation Signal - A Matter of Velocity
It's not just about money supply.
Blog: Picking a Winner
Market lessons from Paul the Octopus.
Blog: Will the Fed pull off a 1994 in 2024?
Soft landing is becoming a possibility much to my surprise.
Blog - Leverage is Increasing: Is that a good thing, or a bad thing?
A couple of weeks ago I mentioned that leverage is rising. Many people think leverage, which is going into debt, is always bad. Others feel the opposite. The fact that most people in the middle class borrow at least 80% of the value of their homes to buy them is
Blog: Will the Fed Care if Inflation is Sticky?
Depends on how you measure inflation.