Dividends matter
I Sold All My Stocks Today
Because I sold most of my stocks wouldn’t make a good headline
Fed Preview
A look ahead at the Fed’s 2023 0726 decision
CPI Hijinks
CPI Hijinks
2023=1999+2007
It’s not just bad arithmetic
Are US Stocks Up Today?
The topsy turvy world of financial media
Omen
A deeper dive down the yield curve
Market Outlook
Stocks, bonds, commodities…
Synthetic Systems 2023.50
Synthetic Systems quarterly update
Financology Model Income Portfolio
A refreshed ETF income portfolio
Breadth Buckles Again
Stock market breadth resags.
Market Comment
Whoosh!
FOMC 2023 0614
Whip Inflation Tomorrow!
Fed Preview
The FOMC deliberates
It’s a Bull Market!
Or a market in bull…
Stock Market Comment
Up, Up and Away?
Treasury Yields Break Six
Inflation reaccelerating
Anorexia Nervosa
Thin breadth gets even skinnier
Debt Debacle
Debt ceiling tremors
More Rate Hikes?
All overboard!
How Monetary Policy Affects Asset Prices
Connecting the dots…
The Economics of Equity – The Sequel
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.