Blog: Why Are US Treasuries No Longer "Safe?"
Maybe bonds are acting like high inflation is already here.
Topic
Fractal Market Hypothesis
A collection of 46 issues
Blog: Tariffs, Reciprocal In Name Only, Make Markets Fragile
Downside risk is larger than upside opportunities.
Blog: Trade Wars-Transitory, or Hubris?
Uncomfortable parallels between the current Trade War and 1914.
Blog: Is the Market in a Correction? Bear Market? Dead Cat Bounce?
Words. Words. Words.
Blog: Tariffs as Exogenous Shocks
When the unexpected is expected, is it still exogenous?
Blog: Tariffs and Uncertainty
Uncertainty about business response to tariffs can be as bad as their imposition.
Blog: The Fractal Market Hypothesis, 30 Years On
While still an "alternate" idea, research continues to support the FMH.
Blog: Disruption, Speculation and Money
Is crypto like a banana taped to the wall?
Blog: Bitcoin Post Election Analysis
It's still not investing.
Blog: Elections and the Fractal Market Hypothesis
Long-term investment horizons will likely become short-term this week.