Rock meets hard place.
Category: Markets
Bear Market Confirmed
Follow up on the state of the stock market
CPI Spikes
Pace of CPI picks up
Crude Bubbling Up
Oil that is
It’s About The Fed
Of two minds?
It’s Not About The Fed
Wow … such bad …
CPI Rises
The declining trend of CPI inflation is over
When Will Wile E Coyote Look Down?
Market update
Up Up And Away
The Energizer Bunny Rally
I Sold All My Stocks Today
Because I sold most of my stocks wouldn’t make a good headline
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
Market Comment
Whoosh!
Anorexia Nervosa
Thin breadth gets even skinnier
More Rate Hikes?
All overboard!
How Monetary Policy Affects Asset Prices
Connecting the dots…
Sell in May?
… and go away…
Synthetic Systems Beta
Time for an upgrade
Market Note
Bias in financial media reporting
Markets Update
Stocks under the macroscope.
Synthetic Systems 2023.25
Synthetic Systems quarterly update.
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?
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.
Markets Update
Quick update
Markets Update
Jay Powell sees his shadow.
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
Synthetic Systems 2023
Synthetic Systems annual update
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?