Why you don’t need TIPS
Category: Markets
The Fed Cuts, The Market Hikes
Egg on its face
China Rising
A phoenix moment
Digital Antigold
A darkening view
How Markets Move
It’s not how they say
Gold Is Relentless
The winning asset of the millennium keeps on winning
Long Term Asset Class Outlook
The next ten years
Market Outlook 2024 0801
The Crash Of 2024
The Yield Curve Is Still There
A slide down the yield curve
Synthetic Systems 2024.50
Mid-year update
Market Update
The week in stocks, bonds and commodities
April CPI
Good enough for Wall Street
TBill & Chill
… and Gold
Strike Three CPI
The Ostrich School of Economics is surprised again
Gold Is Unstoppable
An eventful market week
Synthetic Systems 2024.25
Synthetic Systems version and quarterly update
The Many Minds Of Jay Powell
… and one has a migraine …
A Bitcoin Toss
Heads or tails?
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
The CPI Shocker We Expected
Pivot fantasies meet hard realities
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?
CPI Accelerates
Year over year CPI comes in above market expectations
Bitcoin ETF Approval
What happens if the SEC approves spot bitcoin funds?
Synthetic Systems 2024
Synthetic Systems annual update
Market Outlook 2024
Review and preview
Is Artificial Intelligence Artificially Profitable?
The AI plot thickens
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
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