Blog: Yield Curve Calls for Warp Speed
Interest rate risk signals full speed ahead.
Topic
Economy
A collection of 81 issues
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?
Newsletter: Crossing the Threshold - Classifying the Market State
Turning time series into classifiers using ROC analysis.
Flash Report: Is the Fed's 2% Target a Pipe Dream? Revisited.
Blog: Did the Market Groundhog see it's Shadow in the Jobs Numbers?
The bond market says yes. The stock market says no.
Blog: Are "Real" Rates High?
The moderate inflation regime justifies a higher real rate.
Blog: Bitcoin - Value vs. Utility, or, "Is Bitcoin Useful?"
Bitcoin. What is it good for?