Why conventional economics is confused.
Category: Uncategorized
Inflation Is Slowing
A long overdue respite of disinflation is developing.
It’s Been Inflation All Along
The inflation alarms are ringing years too late.
Intermediate Bondage
Medium term bonds in carnage.
Interpreting Synthetic Systems
A few remarks on the meaning of Synthetic Systems charts.
Synthetic Systems Update 2022
The latest financial markets outlook from Synthetic Systems.
A Sleeping Giant Awakens
Better late than never.
Monetary Mythology
It’s not science the Fed is following.
Volatility
Market update.
Fifteen Days To Flatten The Curve
There’s more than one way to flatten a curve.
Inflation Hedging Your Portfolio
As consumer price inflation makes headlines, how do you protect your nest egg?
If I Were Fed Chairman
What would you do if you were appointed Chairman of the Federal Reserve?
What Causes Shortages?
There’s more to shortages than pandemic related supply chain interruptions…
My Favorite ETFs
A review of my favorite exchange traded funds.
Market Update
The latest Synthetic Systems market projections are online.
About the Evergrande Fiasco
Would an Evergrande bankruptcy crash the global economy?
What Causes The Economy To “Go Bad”?
Expansion, recession, inflation & deflation.
Currency Hedging Investments
Should you hedge your investments for currency risk?
Illusions of Productivity
Is the “efficiency boom” really just an inflation boom?
Thinking About Your Investments
How you think about your investments can bring clarity to your decisions.
Stocks Sell Off, Bonds Rally
What’s behind this market move?
Is Deflation Around The Corner?
Amid the shocking acceleration of conventionally recognized inflation, we consider the possibility that investors would be wise to focus on deflationary risks.
CPI Increases Accelerate
Is inflation not only not abating, but accelerating?
Why are markets selling off?
Inflation Update
What is the current rate of inflation?
Midyear Financology Forecast
Synthetic Systems weighs in.
The Impermanent Portfolio
Asset class relationships are changing…
Flations
Are there different kinds of inflation?
Inflation Update
The latest reading on the bear market in the US dollar.
Inflation Is Worse Than It Appears
The markets were shocked by yesterday’s CPI release showing a year-over-year increase of 4.2%. Yet actual inflation was nearly three times that level.
Stock Market Vulnerability Grows
A combination of overvalued and overbought stocks and rising commodity prices can be a toxic brew.
Investing in an Inflationary Era
A summary of our recent thoughts about investing in a depreciating dollar environment
FDI 2021 0412
Inflation runs amok.
End of the American Dream?
Small businesses have been disappearing, with an increasing share of business being taken over by corporations. Next up, individual home ownership?
Copper & Gold
What’s the best inflation hedge?
Is Bitcoin Stealing Gold’s Thunder?
Financial media lite says gold is old and bitcoin is its replacement. Let’s look into that…
Munger vs Robinhood
Which side is history on in this spat?
Economic Overheating Worries Overblown
Concern about the risk of overstimulation and overheating is misplaced.
Welcome New Subscribers!
Thanks for joining us
Is Bitcoin Millennial Gold?
The erstwhile barbarous relic becomes your father’s Oldmobile.
Can Treasuries Still Help Diversify Stocks?
Rumors of the death of the diversified portfolio are exaggerated