Interest rates slashed in March!
FOMC 2023 0322
The Fed decides.
Divergence
Is this the divergence we’ve been looking for?
Fed Preview
A look at the next Fed event.
Bailout
When is a not-a-bailout a bailout?
Bank Failure
Another domino falls.
Not About The Dollar?
Breaking out of the box.
Still All About The Dollar
Capital markets price action is still driven mostly by the pricing unit.
Treasury Yields Break Five
Putting interest rates in perspective.
From Disinflation To Reflation
Goods and services disinflation gives way to reflation.
Markets Update
Quick update
Markets Update
Jay Powell sees his shadow.
FOMC 2023 0201
The Fed decides.
Fed Preview
A look at the next Fed nonevent.
Inflation Update
Tracking the inflation pig through the economic python
The Flow Of Inflation
Following the money
Inflation Is Back
Markets celebrate softer inflation data with renewed surge
Bond & Stock Valuations
The Long View
Synthetic Systems 2023
Synthetic Systems annual update
2023
2023 Tidings
Will Santa Come to Broad & Wall?
Or will it be the Grinch?
In Search of a Bottom
When will stocks pivot?
BTFD?
Time to load up on stocks?
FOMC 2022 1214
The Fed decides.
A Fundamental Case For Treasury Bonds
The pieces fall into place.
Markets Update
Progress update on the financial markets.
A Model Portfolio
A model portfolio update.
The Yield Curve Collapse Deepens
Short and long yields go their separate ways.
Some Bankrun Fraud
Deciphering cryptic hijinks
Fed Watch
Where is US monetary policy headed?
Second Half Kickoff
Is the halftime show over?
Making Stock Market History
A history of stock market performance and the drivers of real returns.
Enjoy The Halftime Show
Softer than expected CPI sends USD over a cliff.
Beware The Midterms Meme
Another red herring brought to you by Wall Street.
The Whites Of Its Eyes
A big picture review of financial markets.
FOMC 2022 1102
The Fed decides.
Until Something Breaks
Fighting the Fed
Gold Loses Its Luster
What’s happened to the storied inflation hedge?
Not Yet
Are we there yet?
Where In The World Are The Cheap Stocks
It may matter less where you look than where you don’t