Blog: Will Rogue AI Pop the AI Bubble?
Bubbles depend upon stories. If the story changes, the bubble can pop.
Topic
Reflation
A collection of 73 issues
Blog: Reflation Expectations Rise
Dormant for a few months, inflation expectations are coming back to life.
Blog: Monetary Policy and Politicians Revisited
Interest Rate cuts continue to be a bad idea.
Blog: New Fed Chair, Same 2% Pipe Dream
Why is 2% inflation still a magic number?
Blog: Military Spending and Inflation
Military spending can distort GDP and create inflation.
Blog: El Nino and Commodities 2026
El Nino is a positive for consumers but a negative for markets on average. This time around geopolitical factors may dominate the climate.
Blog: Is No News, Good News?
Apparent lack of developments are just part of the fog of investing.
Blog: Warsh's Testimony and Inflation Measures
Is he offering reform, or a step backward?
Blog: The "War on, War off" Market
The investing fog of war remains thick.
Blog: Inflation is the Match
Private Credit is the bomb.