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Monthly Archives: January 2024
Run-CMC: David Tepper’s Worst Trade?
The 49ers’ running back, Christian McCaffrey, aka CMC, was instrumental in leading his team to Super Bowl LVIII, which will be played on February 11th in Las Vegas. CMC came to the Niners in a trade for draft picks in … Continue reading
Can The Fed Cut Rates w/ Financial Conditions So Easy?
The Fed’s attempt to tighten monetary policy is being cannibalized by the private sector’s accelerated easing of financial conditions through market-based financial instruments. The following chart is simply stunning. Since the Fed began its monetary tightening campaign in March … Continue reading
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Tagged Economy, Federal Reserve, finance, Inflation, Stock Market
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The Economist Cover Confirms Our Priors
Prior probability, in Bayesian statistics, is the probability of an event before new data is collected. This is the best rational assessment of the probability of an outcome based on the current knowledge before an experiment is performed. Prior probability can … Continue reading
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COTD: Guess Who’s Coming Back To Power?
COTD: Cover of the Day Any guesses? It’s not Juan Peron, who was reelected in a special election in 1973 after serving as president of Argentina from 1946 to 1955 before being overthrown by an “army-navy revolt led by … Continue reading
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The Price of Money | Bloomberg
Not a bad cursory review of what will drive the price of money over the next decade, something we have been focused on for years. The video is steeped in the old economic orthodoxy but provides just a faint shadow … Continue reading
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