Blog: Did the Market Groundhog see it's Shadow in the Jobs Numbers?
The bond market says yes. The stock market says no.
Topic
Inflation
A collection of 122 issues
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.
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: Some Good News on the Inflation Front
I often feel like I'm Doctor Doom these days. So I'm happy to report some good news. You probably noticed that while most analysts have credited the Fed rate hikes with bringing down inflation, I haven't been convinced that's the case. The
Blog: Macro Changes This Way Come
Indicators are turning, signaling difficult times ahead.