Blog: Beginning of the End, or End of the Beginning?
Stagflation seems likely. The question is whether it's strong or weak.
Topic
Minsky
A collection of 10 issues
Blog: Are the Markets Underreacting to "the biggest energy shock in history?"
Markets are feeling optimistic, despite a wounded energy economy.
Blog: Unlike Political Regime Change, the Market Shifts Regimes by Itself
The market uncertainty state turns Fragile in the face of war.
Blog: Financial Stability-The Third of Two Fed Mandates?
Financial stability overrides inflation and employment.
China's Minsky Moment Risks are Increasing
Is this a Global Financial Crisis 2 in the making?
Newsletter: A Monetary Inflation Signal - A Matter of Velocity
It's not just about money supply.
Blog: China's Minsky Moment?
Would a Minsky Moment in China spread to the rest of the world making Global Financial Crisis 2, or would it remain local?
Newsletter: Murphy's Law Meets Hyman Minsky
As Gilda Radner said, "It's always something."
Newsletter: From Fragile to Turbulent - But "Minsky Moment" risks have passed
The shift in the Market Uncertainty State Indicator (MUSI) from Fragile to Turbulent requires commentary this month. First, what the change in market state means, and second, why it happened.
Fragile vs. Turbulent
A shock can break a Fragile market. A Turbulent market will bend chaotically, but not break.
Both