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
Inflation Isn’t Going Down
So let’s talk about something meaningless instead
Bad News Is Good News Is …
… bad news is good news is …
Perfecting Diversification
The Global Market Portfolio
Quick Market Comment
Off to the races
Revenge Of The Bond Vigilantes
A once thought to be extinct species roars back to life
Taking Stock
Financology dons its rose colored glasses
Synthetic Systems 2023.75
Synthetic Systems quarterly update
Bondpocalypse
The Phoenix in the ashes
Government Shutdown
Such hard hearted hard liners
What About Bonds?
Rock meets hard place
Bear Market Confirmed
Follow up on the state of the stock market
FOMC 2023 0920
The Fed huffs and puffs.
Fed Preview
Look not to what they say, but what they do.
At ARM’s Length
Where to keep any highly promoted investment opportunity