Blog: Inflation - What's Different this Time. Part 2
This time it's global, and everywhere.
Topic
Markets
A collection of 100 issues
Blog: Yield Curve Calls for Warp Speed
Interest rate risk signals full speed ahead.
Blog: Risk Measures - How Low can They Go?
Blog: Yet Another "New Normal"
The markets expect stability.
Blog: Healthcare and Sticky Inflation
Rising healthcare costs are making the Fed's job harder.
Newsletter: A Monetary Inflation Signal - A Matter of Velocity
It's not just about money supply.
Blog: Picking a Winner
Market lessons from Paul the Octopus.
Blog: Will the Fed pull off a 1994 in 2024?
Soft landing is becoming a possibility much to my surprise.
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: Is the AI Bubble here? Looking at the Bubble Checklist
Bubble talk is premature. But we're getting there.