Blog: Tipping Point or False Alarm?
Are the markets weary, or is this just another false alarm?
Topic
Economy
A collection of 112 issues
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: Unintended Consequences of Cutting Rates
The pressure to cut rates for the wrong reasons can lead to undesirable results.
Blog: The Fed Changes Strategy
Powell talks about more than rate cuts.
Blog: Stock and Bond Markets send Conflicting Signals
But for stocks it's likely a short-term reprieve.
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: AI Bubble - Are we there yet?
Bubble conditions are here. But risk sentiment is positive.