The Fractal Market Hypothesis and Gambling - MUSI Shifts to Fragile
If the line blurs between investing and gambling, bad things can happen.
Topic
Fractal Market Hypothesis
A collection of 50 issues
Blog: Welcome to the "Pavlov's Dog" Market
Markets are conditioned to buy the rate cut, but is that a good idea?
Blog: What's Driving the Market?
A personality test for the market.
Blog: Predictability, Chaos and Complexity in Markets
The Nature of Uncertainty Changes over the Market Cycle.
Blog: Why Are US Treasuries No Longer "Safe?"
Maybe bonds are acting like high inflation is already here.
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.