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
Investment Of The Millennium
Stocks for the long run?
David & Goliath
A new spin on an old legend
The Bond Phoenix
The bond market rises from the ashes
Going For The Gold
Got gold?
Nvidia Whiffs
Or traders did
A Day Of Inflation
Good news on inflation creates bad news on inflation
Bam! Pow!
Markets take a one-two punch.
FOMC 2023 1101
The Fed decides not to decide.
Bear Steepening
A yield curve fit for Halloween
Inflation Protecting Your Portfolio
It’s not just about TIPS and commodities