The policy-driven market regime
The policy-driven market regime A dominant market regime always dictates financial asset prices. The regime may be driven by a macroeconomic factor (e.g., inflation), monetary poli
Fool in the Shower
The headlines paint a picture of inflation trending lower, though still well above the Fed’s required range, and an economy that is resilient to interest rate increases. Steady h
Apothenia
Apophenia, a term coined by psychiatrist Klaus Conrad in 1958, describes the human brain’s tendency to perceive patterns and make predictions, even when logic suggests those patt