Blog: Will the Fed pull off a 1994 in 2024?
Soft landing is becoming a possibility much to my surprise.
Topic
Markets
A collection of 103 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: Is the AI Bubble here? Looking at the Bubble Checklist
Bubble talk is premature. But we're getting there.
Flash Report: Is the Fed's 2% Target a Pipe Dream? Revisited.
Blog: Why I'm no longer a "Quant."
Hi. I'm Ed. I used to be a quant.
A recent article in Bloomberg quoted David Einhorn, a prominent hedge fund manager, as saying that the markets were "fundamentally broken" because of "passive investors and quants." To quote Bloomberg, "Einhorn said that quants
Blog: Did the Market Groundhog see it's Shadow in the Jobs Numbers?
The bond market says yes. The stock market says no.
Blog: Bitcoin - Value vs. Utility, or, "Is Bitcoin Useful?"
Bitcoin. What is it good for?
Blog: Is the Stock/Bond Relationship Broke? Nope, but it's changed.
Bonds are still a diversifier.
Blog: The Goalie's Dilemma-Increasing Uncertainty to Reduce Risk
When risk and uncertainty are not synonymous.
Blog: Are Markets Seeing Patterns in the Dark?
Fed Chairman, Jerome Powell, displayed cautious optimism last week as the FOMC left rates unchanged. In fact, the FOMC as a whole seemed in an upbeat mood with the famous "dot plot" indicating 75 basis points of easing next year.
The markets turned Powell's cautious optimism