Blog: Are the Markets Underreacting to "the biggest energy shock in history?"
Markets are feeling optimistic, despite a wounded energy economy.
Topic
Market Uncertainty
A collection of 151 issues
Blog: Unlike Political Regime Change, the Market Shifts Regimes by Itself
The market uncertainty state turns Fragile in the face of war.
Blog: Is This the End of the AI/Crypto/Gold Bubble?
Maybe, but Maybe not.
Blog: Monetary Policy - Ballistic vs. Gradualist Behavior
The Logic of Failure.
Blog: Sandpile Monetary Policy, Complexity and Inflation
The complexity of sandpiles as it relates to monetary policy.
Blog: Happy New Year, But Don't Get Cocky.
My non-predictions for 2026.
Blog: "Radical" Uncertainty Rises as Market Risk Drops
“For uncertain matters there are no calculable probabilities whatsoever. We simply do not know." -J.M Keynes
Blog: Can We Trust the Inflation Data?
It's a Fox Mulder market.
Blog: A Different View of the 50 Year Mortgage
Housing "affordability" may mean something different depending upon your economic class.
Blog: Defining Bubbles, Recessions and Inflation MAD style
How do you handle ambiguous rules?