top of page
Category Posts
![FOMC Preview](https://static.wixstatic.com/media/3afd43_cbd7fe72989540408c7f353b96fa55ee~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_cbd7fe72989540408c7f353b96fa55ee~mv2.webp)
Jan 28, 20242 min read
FOMC Preview
Below I will discuss the various factors that will weigh on the Fed decision this week. First, we begin with the bull case: "Ned Davis...
![Central Bank Extravaganza](https://static.wixstatic.com/media/3afd43_a55d7f17d35f400a8dcb5c5b187f0877~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_a55d7f17d35f400a8dcb5c5b187f0877~mv2.webp)
Jan 22, 20242 min read
Central Bank Extravaganza
The goal of central banks over these next two weeks will be to close the "gap" between fantasy and reality: Weekend Barron's Magazine:...
![Consumer Sentiment Boom And Bust 3.0](https://static.wixstatic.com/media/3afd43_93598688aa984b3a95f5088466dec9cc~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_93598688aa984b3a95f5088466dec9cc~mv2.webp)
Jan 19, 20241 min read
Consumer Sentiment Boom And Bust 3.0
"A so-called soft landing — where inflation returns the Fed's 2% target without a sharp economic downturn — has become close to a...
![Article Review: Cash On The Sidelines](https://static.wixstatic.com/media/3afd43_88a6b3d431ee4da38b9b71bb78f0f63e~mv2.png/v1/fill/w_221,h_150,fp_0.50_0.50,q_95,enc_auto/3afd43_88a6b3d431ee4da38b9b71bb78f0f63e~mv2.webp)
Jan 18, 20242 min read
Article Review: Cash On The Sidelines
The most common bullish argument lately is based on the fact that nominal money market balances have gone parabolic in the past couple of...
![WSJ Article Review: QT Wind Down](https://static.wixstatic.com/media/3afd43_d8fd68938bb34483a9802448298dd1fa~mv2.png/v1/fill/w_221,h_166,fp_0.50_0.50,q_95,enc_auto/3afd43_d8fd68938bb34483a9802448298dd1fa~mv2.webp)
Jan 15, 20241 min read
WSJ Article Review: QT Wind Down
January 15th, 2024 "By slowing the pace at which its balance sheet shrinks, the central bank aims to prevent a messy disruption to the...
bottom of page