Economy

Blog: Is Market Optimism a fool's hope?

"There was never much hope. Just a fool's hope . . ." -Gandalf

Flash Report: MUSI shifts to Transition

The market has spoken.

Blog: Monetary Inflation May be Waking Up

As supply side inflation falls, monetary inflation may be rising.

Blog: The Fractal Market Hypothesis and Optimism

Is the news good enough to follow the crowd?

Blog: Macro Changes This Way Come

Indicators are turning, signaling difficult times ahead.

Blog: Inflation glide path - Linear or Non-linear?

When it comes to inflation, investors are using "two dimensional thinking"

Blog: Is the Yield Curve un-inverting or steepening? What would George Carlin say?

Whichever you prefer, its not good news.

Blog: Glass half-empty/full paradox comes to the markets

It's not how the market glass looks, but how it got there that matters.

Blog: The Murphy's Law Approach to risk management

The expert knows more and more about less and less until he knows everything about nothing. -Mahatma Gandhi

Blog: When good news is bad news

When good news is bad news, the market is priced for perfection. Market conditions have turned Fragile.