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Bad Predictive Models & The Three Little Piggies

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predictive models

Bad Predictive Models & The Three Little Piggies

Below we look at the comical disaster of predictive models in everything from professional pollsters to market timers. What the

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PSYOP

The Great Stock Market PSYOP

Stock Market PSYOP — One Big Rigged Game Today we’re keeping it short. Why? Utter awe. Markets have been rising

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scary markets

Scary Markets and Safe Portfolios

These are scary markets which demand informed data and calm preparation. How COVID-19 Collides with Unparalleled Debt and an Ill-Prepared

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Waiting for Rate Cuts

Markets Waiting for Rate Cuts: Does It Really Matter?

Signals Matters News Letter: The Signals THAT Matter Broadly, the core and timeless principles behind the infrastructure of Signals Matter

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SVB

Making Common Sense of SVB and Yet Another Bank Crisis

The latest headlines, expanding by the day, are all pointing toward the ripple effect of Silicon Valley Bank (SVB) et

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the USD

The USD Approaching a Waterloo Moment

The USD–Doomed Below we examine the USD and the historical interplay of losing wars, cornered egos, a doomed currency and

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embarrassing debt

Embarrassing Debt: Are Markets Doomed?

Below we look at the interplay of embarrassing debt, dying currencies and failed monetary fantasies masquerading as policies to suggest

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bond destruction

Bond Destruction + CPI Fiction = Market Confusion

Below we look more bond destruction in the public markets and more CPI truth destruction in the war on inflation.

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global bond markets

Global Bond Markets : Neon-Flashing Warning Signs

The slow but steady implosion of global bond markets is no longer a debate but fact. Knowing this, investors can

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CBDC

Thoughts on Central Bank Digital Currencies, or CBDC

As promised in prior reports, below is a deeper dive on the topic of Central Bank Digital Currencies, or CBDC.

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