Good enough for Wall Street
Is The Yield Curve Obsolete?
Or tsunami ahead?
FOMC 2024 0501
The Fed announces
Invest With A Demon
No, this won’t send you looking for an exorcist
TBill & Chill
… and Gold
Strike Three CPI
The Ostrich School of Economics is surprised again
Total Eclipse Of The Sun
When words aren’t enough
Gold Is Unstoppable
An eventful market week
Synthetic Systems 2024.25
Synthetic Systems version and quarterly update
The Many Minds Of Jay Powell
… and one has a migraine …
A Bitcoin Toss
Heads or tails?
FOMC 2024 0320
The Fed announces
The CPI Shocker Everybody Expected
Consumer price reacceleration continues
Did They Just Ring The Bell?
They say they don’t ring a bell at the top
A Fork In The Road
Which way will markets turn?
Antibubble
China
Bubbles All Over The Place
Bubble, bubble …
Denial … Anger …
The stages of inflation
Rate Hike!
What rate cuts?
The CPI Shocker We Expected
Pivot fantasies meet hard realities
S&P 5000
Meet the new stock index
It’s Baaack …
Disinflation, we hardly knew ye…
FOMC 2024 0131
The Fed announces
Is Gold A Long Term Investment?
Sorting through the claims about gold
Is Gold An Inflation Hedge?
Which do you trust more for the truth about inflation? Government or gold?
Low Duration Stocks
Is this a good time to focus on low duration stocks?
Inflation Update
Some rare if tentative good news
CPI Accelerates
Year over year CPI comes in above market expectations
Bitcoin ETF Approval
What happens if the SEC approves spot bitcoin funds?
What’s Your Investment Approach?
The yin and yang of investing
Synthetic Systems 2024
Synthetic Systems annual update
Market Outlook 2024
Review and preview
Is Artificial Intelligence Artificially Profitable?
The AI plot thickens
What’s Your Investment Approach?
The yin and yang of investing
Correlation Illusion
Watch your correlations … but not too closely
Cash On The Sidelines
A huge pile of cash sits waiting to be converted into stocks
The Titanic Effect
Standing on the deck of the Titanic remarking how the ocean is rising
FOMC 2023 1213
The Fed announces
Comment Processing Glitch
Technical note
CPI – A Lagging Indicator Of Inflation
The field of economics misses the elephant in the room