There’s still a real threat that inflation makes a comeback
The recent shift in monetary policy and the Trump administration’s economic agenda have raised concerns about inflationary ...
TBT: Inverse Bond Exposure Is The Key Hedge To My Trump Portfolio
We are bullish on equities but see short-term opportunity in inverse bond exposure due to inflationary pressures from Trump's ...
Cantech Letter9d
Do financials or spending shocks shift the IS curve?
The IS curve shifts when external factors influence aggregate demand. An increase in government spending or consumer ...
Opinion: California wildfires should not have come as a shock
As the rampaging wildland fires hit modern communities, the interior of stick-constructed homes, chock-full of synthetic ...
Self-styled ‘Tariff Man’ shocks Wall Street with tariffs
As a reflection of just how suddenly Wall Street analysts have had to scramble to adjust to reality, Standard Chartered’s (presumably pre-written) Sunday Macro Strategy note said that “broader tariff ...
DeepSeek debate: Here’s why I’m pessimistic about India’s place in AI race despite a slew of recent announcements
China has shown there is no limit to human enterprise when faced with obstacles if there is determination, but do we have ...
Digital Assets - Evolution And Correlations With Other Asset Classes
We find that the Digital Assets Bitcoin and Ethereum show variable correlation of return coefficients with traditional assets ...
Bitcoin Weekly Forecast: BTC in positive tone ahead of third highest-returning month
Bitcoin began the year by hitting a new all-time high of $109,588 on January 20, ending with a return of over 11.00% in the ...
Data, Not Headlines, Is What Matters For Zoning Reform
Here’s why I have the reaction I do and how we might get to a place where such claims might be better evaluated.