2023 Market Predictions
Predictions have little or no value, however probabilities hold much more weight in my world. For this very reason, all I am able to do...
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Jun 12, 20223 min read
Expect Volatility
The forecast provided in the past couple of years or so via various articles I have shared on this website, has certainly come to...
Jan 2, 20222 min read
One year check on 2021 predictions
Let's just start by saying that I wish I was wrong. At the beginning of 2021 and for the first several months of the year, I have had...
Apr 27, 20212 min read
Inflating..by shrinking
People refuse to see or acknowledge inflation even if it is a very simple concept. In my opinion the reason resides in the fear to...
Mar 7, 20213 min read
$1.9 Trillions Stimulus, how does it affect me?
It is certainly the most discussed news of the last few days. The US government is about to pass one of the largest stimulus programs in...
Feb 27, 20212 min read
Big week for the Bond Market
While it can certainly end up being nothing to remember in the big context, this past week has been an eventful one for US Treasuries....
Jan 23, 20213 min read
The value of Bitcoin
Writing an article on how to value and what is the value of Bitcoin can be extremely complex or extremely simple. I will make a simple...
Jan 7, 20212 min read
Trillions in stimulus..with no end in sight
In Macro Analysis it's crucial to understand the policy framework. An example of sound macroeconomics goals could be: Support growth at...
Jan 6, 20212 min read
Why assets will increase in value...and more inflation data
A rising tide lifts all boats. It is really as simple as that. See, monetary stimulus is intended to find its way into risk assets....
Jan 4, 20212 min read
A simple report on official US inflation data
Inflation Consumer Prices 1960 -2019 (official data) Consumer Price Index Summary (US Bureau of Labor Statistics) Interpretation CPI...
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