Blog: Will the Fed pull off a 1994 in 2024? Soft landing is becoming a possibility much to my surprise.
Blog: Can China Make the Phase Transition to Complexity? Will Chinese government allow their economy to develop an invisible hand?
Newsletter: Crossing the Threshold - Classifying the Market State Turning time series into classifiers using ROC analysis.
Blog: Did the Market Groundhog see it's Shadow in the Jobs Numbers? The bond market says yes. The stock market says no.
Blog: The Goalie's Dilemma-Increasing Uncertainty to Reduce Risk When risk and uncertainty are not synonymous.
Blog: Are Markets Seeing Patterns in the Dark? Fed Chairman, Jerome Powell, displayed cautious optimism last week as the FOMC left rates unchanged. In fact, the FOMC as a whole seemed in an upbeat mood with the famous "dot plot" indicating 75 basis points of easing next year. The markets turned Powell's cautious optimism