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Mark Rzepczynski

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2024

Real GDP still has mind of its own original ↗

23 Jan 2024

Real GDP still has mind of its own original ↗

23 Jan 2024

Are real rates too high? Does not seem like it original ↗

14 Jan 2024

Are real rates too high? Does not seem like it original ↗

14 Jan 2024

WEF risk assessment - Points for discussion original ↗

13 Jan 2024

WEF risk assessment - Points for discussion original ↗

13 Jan 2024

Purchasing Manager Index (PMI) is not what you think original ↗

13 Jan 2024

Purchasing Manager Index (PMI) is not what you think original ↗

13 Jan 2024

"Information is the resolution of uncertainty." Claude Shannon revised original ↗

13 Jan 2024

"Information is the resolution of uncertainty." Claude Shannon revised original ↗

13 Jan 2024

The choice of machine learning model - LSTM vs RNN original ↗

9 Jan 2024

The choice of machine learning model - LSTM vs RNN original ↗

9 Jan 2024

Macro trading and the jobs revision problem original ↗

9 Jan 2024

Macro trading and the jobs revision problem original ↗

9 Jan 2024

MInsky and Kindleberger - Kindred spirits concerning bubbles and credit instability original ↗

3 Jan 2024

MInsky and Kindleberger - Kindred spirits concerning bubbles and credit instability original ↗

3 Jan 2024

The Cantillon Effect - What is driving survey differences?original ↗

3 Jan 2024

The Cantillon Effect - What is driving survey differences?original ↗

3 Jan 2024

The magnificent seven versus all the rest - what will drive 2024 returns?original ↗

2 Jan 2024

The magnificent seven versus all the rest - what will drive 2024 returns?original ↗

2 Jan 2024

There is no certainty for 2024 original ↗

2 Jan 2024

There is no certainty for 2024 original ↗

2 Jan 2024

2023

TINA vs TARA vs TAPAS and 2023 original ↗

30 Dec 2023

TINA vs TARA vs TAPAS and 2023 original ↗

30 Dec 2023

Robert Solow - One of the great economists of the 20th century died original ↗

29 Dec 2023

Robert Solow - One of the great economists of the 20th century died original ↗

29 Dec 2023

Multipolar world and investing money - ambiguity drives down correlations original ↗

29 Dec 2023

Multipolar world and investing money - ambiguity drives down correlations original ↗

29 Dec 2023

Investment, speculation, and gambling - quick definitions original ↗

29 Dec 2023

Investment, speculation, and gambling - quick definitions original ↗

29 Dec 2023

Growth stocks dominates value stocks for 2023 original ↗

26 Dec 2023

Growth stocks dominates value stocks for 2023 original ↗

26 Dec 2023

2023 - Nothing was what was expected - Forecast failures as usual original ↗

23 Dec 2023

2023 - Nothing was what was expected - Forecast failures as usual original ↗

23 Dec 2023

How many recessions in a lifetime - in a career?original ↗

23 Dec 2023

How many recessions in a lifetime - in a career?original ↗

23 Dec 2023

SHAP values useful for machine learning original ↗

23 Dec 2023

SHAP values useful for machine learning original ↗

23 Dec 2023

Dollar tells the easing story for now original ↗

18 Dec 2023

Dollar tells the easing story for now original ↗

18 Dec 2023

The big Fed pivot to lower rates original ↗

18 Dec 2023

The big Fed pivot to lower rates original ↗

18 Dec 2023

The destruction in purchasing power drives negative sentiment original ↗

18 Dec 2023

The destruction in purchasing power drives negative sentiment original ↗

18 Dec 2023

Bank risks - Not understanding risks original ↗

18 Dec 2023

Bank risks - Not understanding risks original ↗

18 Dec 2023

What is the reason for cutting rates? Not clear original ↗

11 Dec 2023

What is the reason for cutting rates? Not clear original ↗

11 Dec 2023

Let's not forget the debt problem - What may hold up rates original ↗

11 Dec 2023

Let's not forget the debt problem - What may hold up rates original ↗

11 Dec 2023

A humble Fed and policy slowdown original ↗

10 Dec 2023

A humble Fed and policy slowdown original ↗

10 Dec 2023

Sentiment and expressive responding in economic data original ↗

5 Dec 2023

Sentiment and expressive responding in economic data original ↗

5 Dec 2023

Back to monetary policy basics with the Taylor Rule original ↗

4 Dec 2023

Back to monetary policy basics with the Taylor Rule original ↗

4 Dec 2023

Different volatilities have different meanings original ↗

3 Dec 2023

Different volatilities have different meanings original ↗

3 Dec 2023

Rational inattention - the foundation for trends original ↗

2 Dec 2023

Rational inattention - the foundation for trends original ↗

2 Dec 2023

R-star and how to think about interest rates original ↗

2 Dec 2023

R-star and how to think about interest rates original ↗

2 Dec 2023

Charlie Munger - Wit, brains, and an eye for value original ↗

1 Dec 2023

Charlie Munger - Wit, brains, and an eye for value original ↗

1 Dec 2023

Bond trading volume exploding in anticipation of a big change?original ↗

27 Nov 2023

Bond trading volume exploding in anticipation of a big change?original ↗

27 Nov 2023

So where is the recession? The PMI and LEI say watch-out original ↗

27 Nov 2023

So where is the recession? The PMI and LEI say watch-out original ↗

27 Nov 2023

Measure the direction of stocks and you can create value original ↗

23 Nov 2023

Measure the direction of stocks and you can create value original ↗

23 Nov 2023

Alternative risk premium - Offers diversification if you pick the right mix original ↗

23 Nov 2023

Alternative risk premium - Offers diversification if you pick the right mix original ↗

23 Nov 2023

Earnings expectations, prices and slow reaction - The opportunity for momentum original ↗

22 Nov 2023

Earnings expectations, prices and slow reaction - The opportunity for momentum original ↗

22 Nov 2023

Don't just follow history act on it original ↗

22 Nov 2023

Don't just follow history act on it original ↗

22 Nov 2023

Smart money is dumb money with selling decisions original ↗

22 Nov 2023

Smart money is dumb money with selling decisions original ↗

22 Nov 2023

More ways to find price trends original ↗

21 Nov 2023

More ways to find price trends original ↗

21 Nov 2023

There is momentum in options original ↗

21 Nov 2023

There is momentum in options original ↗

21 Nov 2023

Attention spillover and asset prices original ↗

21 Nov 2023

Attention spillover and asset prices original ↗

21 Nov 2023

ML in finance needs explainability or will fail original ↗

13 Nov 2023

ML in finance needs explainability or will fail original ↗

13 Nov 2023

Tacit knowledge - the reason for investment decision uniqueness original ↗

12 Nov 2023

Tacit knowledge - the reason for investment decision uniqueness original ↗

12 Nov 2023

Moody's makes statement on US debt and it is not good original ↗

12 Nov 2023

Moody's makes statement on US debt and it is not good original ↗

12 Nov 2023

The divergence between economic expectations and reality - which is right?original ↗

12 Nov 2023

The divergence between economic expectations and reality - which is right?original ↗

12 Nov 2023

The Kolb Learning Model and Investments original ↗

5 Nov 2023

The Kolb Learning Model and Investments original ↗

5 Nov 2023

Turning wrong into right original ↗

5 Nov 2023

Turning wrong into right original ↗

5 Nov 2023

"How Big Things Get Done" - They Don't original ↗

5 Nov 2023

"How Big Things Get Done" - They Don't original ↗

5 Nov 2023

Thinking from right to left - a simple structure for any investment original ↗

4 Nov 2023

Thinking from right to left - a simple structure for any investment original ↗

4 Nov 2023