We’re not showing up empty handed.
The Economics of Equity
Employment is high, inflation is falling … why are so many so unhappy?
Cognitive Dissonance
Who’s right … the bond market or the Fed?
Sell in May?
… and go away…
Synthetic Systems Beta
Time for an upgrade
Market Note
Bias in financial media reporting
FOMC 2023 0503
The Fed decides.
Fed Preview
A look ahead to Wednesday’s FOMC announcement.
Markets Update
Stocks under the macroscope.
Enough With The Rate Hikes
The Fed has become a one trick pony.
Gold
New all time highs ahead?
Synthetic Systems 2023.25
Synthetic Systems quarterly update.
SVB Post Mortem
The Fed points fingers.
It should look in the mirror.
Interest Rates Cut
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.