Rock meets hard place.
Follow up on the state of the stock market
Pace of CPI picks up
Oil that is
Of two minds?
Wow … such bad …
The declining trend of CPI inflation is over
The Energizer Bunny Rally
Because I sold most of my stocks wouldn’t make a good headline
It’s not just bad arithmetic
The topsy turvy world of financial media
A deeper dive down the yield curve
Stocks, bonds, commodities…
Synthetic Systems quarterly update
Thin breadth gets even skinnier
Connecting the dots…
… and go away…
Time for an upgrade
Bias in financial media reporting
Stocks under the macroscope.
Synthetic Systems quarterly update.
Interest rates slashed in March!
Is this the divergence we’ve been looking for?
When is a not-a-bailout a bailout?
Another domino falls.
Breaking out of the box.
Capital markets price action is still driven mostly by the pricing unit.
Putting interest rates in perspective.
Jay Powell sees his shadow.
Tracking the inflation pig through the economic python
Following the money
Markets celebrate softer inflation data with renewed surge
Synthetic Systems annual update
Or will it be the Grinch?
When will stocks pivot?
Time to load up on stocks?