Fiscal and Monetary Policy Shocks

December 16, 2022 The cornerstones in my Inflation/Deflation and Economic Cycle Model are changes made to fiscal and monetary policies. Those are the two most determinant factors in any fiat-currency and debt-based monetary system. Monetary policies have been...

A Hawkish Pivot

November 3, 2022 This latest bear-market bounce was predicated on good seasonality, the hopes for a typical mid-term election boost, and the rumors of a Fed pivot. Wall Street always finds a narrative for rallies in a bear market. But the negative economic and...