Blog: Beginning of the End, or End of the Beginning?
Stagflation seems likely. The question is whether it's strong or weak.
Topic
Fractal Market Hypothesis
A collection of 54 issues
Blog: Can We Trust the Inflation Data?
It's a Fox Mulder market.
Blog: Free Markets Need Uncertainty
Free Market uncertainty creates long-term opportunity and short-term risk.
Blog: Is the Market Fractal?
It's about statistics and behavior, not price patterns.
The Fractal Market Hypothesis and Gambling - MUSI Shifts to Fragile
If the line blurs between investing and gambling, bad things can happen.
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.