Economy

Blog: Where are we in the Market Cycle?

Things look pretty good.

Blog: Markets and Politics

The statement "This time things are different" is equally dangerous to markets and politics.

Inflation - What's different this time. Part 3.

Milton Friedman was wrong. At least this time.

Blog: Inflation - What's Different this Time. Part 2

This time it's global, and everywhere.

Blog: Inflation - What's different this time. Part 1.

There are other forces than government spending.

Blog: Yield Curve Calls for Warp Speed

Interest rate risk signals full speed ahead.

Blog: Yet Another "New Normal"

The markets expect stability.

Newsletter: A Monetary Inflation Signal - A Matter of Velocity

It's not just about money supply.

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?