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Tag: markets

Mismatch

Oh dear. People are embracing the bubble and, as it happens in every bubble, fantastical narratives are emerging to justify the valuations and the price momentum as folks cannot square reality with […]

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Bull Market Requiem

A bull market requiem: Following the financial crisis the world needed coordinated structural solutions (and those would be hard requiring tough choices). Instead what the world got was coordinated central bank intervention […]

Quick Takes

Today’s Quick Takes: Once-Hot Apartment Construction Cooling as U.S. Housing Engine Artificial intelligence and the stability of markets QT: The long standing trend of computerized program trading may indeed squash volatility forever. AI […]