Blog: Will the Fed pull off a 1994 in 2024?
Soft landing is becoming a possibility much to my surprise.
Topic
Inflation
A collection of 86 issues
Blog - Leverage is Increasing: Is that a good thing, or a bad thing?
A couple of weeks ago I mentioned that leverage is rising. Many people think leverage, which is going into debt, is always bad. Others feel the opposite. The fact that most people in the middle class borrow at least 80% of the value of their homes to buy them is
Blog: Will the Fed Care if Inflation is Sticky?
Depends on how you measure inflation.
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: Is the Stock/Bond Relationship Broke? Nope, but it's changed.
Bonds are still a diversifier.
Blog: Return Factor Illusions
"Factor zoos" are doubly so.
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.