The Big Picture
Category: Finance
The Claw Machine
Inflation & FOMO
Market Update
Bitcoin Breakout
Treasury Yield Curve Uninverts
The Great Inversion yields at last
TIPS Redux
Why you don’t need TIPS
Boeing!
Buyback backfire
Digital Antigold
A darkening view
How Markets Move
It’s not how they say
The CPI Shocker Everybody Expected
Consumer price reacceleration continues
The CPI Shocker We Expected
Pivot fantasies meet hard realities
Correlation Illusion
Watch your correlations … but not too closely
CPI – A Lagging Indicator Of Inflation
The field of economics misses the elephant in the room
Going For The Gold
Got gold?
Debt Debacle
Debt ceiling tremors
How Monetary Policy Affects Asset Prices
Connecting the dots…
Interest Rates Cut
Interest rates slashed in March!
Divergence
Is this the divergence we’ve been looking for?
Bailout
When is a not-a-bailout a bailout?
Treasury Yields Break Five
Putting interest rates in perspective.
Inflation Update
Tracking the inflation pig through the economic python
The Flow Of Inflation
Following the money
Some Bankrun Fraud
Deciphering cryptic hijinks
Second Half Kickoff
Is the halftime show over?
The Whites Of Its Eyes
A big picture review of financial markets.
The UK Saga Continues
Pension scheme derivatives roiling the world markets
The Inflation Cycle
The story of how inflation works
Pounds & Gilts
The 2022 Currency Crisis Deepens
Deflation
Are we there yet?
It’s All Relative
Everything is a cross rate.
Will Stocks And Bonds Decouple?
Joined at the hip assets likely to be successfully separated
Whither The Economy?
Yesterday’s blowout jobs report in perspective
Synthetic Systems 2022.50
The mid-2022 update of Synthetic Systems.
Thinking About Your Portfolio
Sidestepping the most common investment mistake.
Why Can’t Economists Understand Inflation?
How did they miss it?
About To Enter A Bear Market?
The S&P 500 is just a few points shy of 20% below its all time high on January 3.
I Don’t Like TIPS
The popular Treasury Inflation Protected Securities are vastly overrated.
Bear Market Update 20220507
Crash! Synthetic Systems and the FDI take a deep dive into the wreckage.
Cash
Cash is king.
Inversion, Recession, and Other April Fools
An inversion of the Treasury yield curve is a hot topic for Financial Media Lite.
A Day Of Inflation
If inflation can occur over a period of months, why not a day?