41554 blogs · [ { "id": "01a0bb9f-cd83-7002-ad8a-34e64702e023", "title": "A benign inflation number - now what?", "url": "http://mrzepczynski.blogspot.com/2026/08/a-benign-inflation-number-now-what.html", "published_at": "2026-08-12T17:18:36+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfad975c861", "title": "A benign inflation number - now what?", "url": "https://mrzepczynski.blogspot.com/2026/08/a-benign-inflation-number-now-what.html", "published_at": "2026-08-12T17:18:36+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e647d1b3eb", "title": "TIPS yields continue to move higher", "url": "http://mrzepczynski.blogspot.com/2026/08/tips-yields-continue-to-move-higher.html", "published_at": "2026-08-11T12:52:17+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfad9c5c2c6", "title": "TIPS yields continue to move higher", "url": "https://mrzepczynski.blogspot.com/2026/08/tips-yields-continue-to-move-higher.html", "published_at": "2026-08-11T12:52:17+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e648689dda", "title": "Yen intervention can buy time not a solution", "url": "http://mrzepczynski.blogspot.com/2026/08/yen-intervention-can-buy-time-not.html", "published_at": "2026-08-10T13:03:41+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfad9cbc348", "title": "Yen intervention can buy time not a solution", "url": "https://mrzepczynski.blogspot.com/2026/08/yen-intervention-can-buy-time-not.html", "published_at": "2026-08-10T13:03:41+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e648ff8bf6", "title": "AI investment follows other boom and bust cycles", "url": "http://mrzepczynski.blogspot.com/2026/08/ai-investment-follows-other-boom-and.html", "published_at": "2026-08-10T12:51:07+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfada8b32d7", "title": "AI investment follows other boom and bust cycles", "url": "https://mrzepczynski.blogspot.com/2026/08/ai-investment-follows-other-boom-and.html", "published_at": "2026-08-10T12:51:07+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e649bacd88", "title": "Consumer sentiment not supporting market sentiment", "url": "http://mrzepczynski.blogspot.com/2026/08/consumer-sentiment-not-supporting.html", "published_at": "2026-08-04T13:29:13+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfadb43972e", "title": "Consumer sentiment not supporting market sentiment", "url": "https://mrzepczynski.blogspot.com/2026/08/consumer-sentiment-not-supporting.html", "published_at": "2026-08-04T13:29:13+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e649c4dcf6", "title": "Yen intervention will not change fundamentals", "url": "http://mrzepczynski.blogspot.com/2026/08/yen-intervention-will-not-change.html", "published_at": "2026-08-03T13:23:44+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfadb80e61d", "title": "Yen intervention will not change fundamentals", "url": "https://mrzepczynski.blogspot.com/2026/08/yen-intervention-will-not-change.html", "published_at": "2026-08-03T13:23:44+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e64a65901c", "title": "What makes me worry about the markets - August 2026", "url": "http://mrzepczynski.blogspot.com/2026/08/what-makes-me-worry-about-markets.html", "published_at": "2026-08-03T13:12:08+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfadba21e3c", "title": "What makes me worry about the markets - August 2026", "url": "https://mrzepczynski.blogspot.com/2026/08/what-makes-me-worry-about-markets.html", "published_at": "2026-08-03T13:12:08+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e64ac056d0", "title": "What can LLMs do and more importantly, not do?", "url": "http://mrzepczynski.blogspot.com/2026/08/what-can-llms-do-and-more-importantly.html", "published_at": "2026-08-03T12:57:47+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfadc644075", "title": "What can LLMs do and more importantly, not do?", "url": "https://mrzepczynski.blogspot.com/2026/08/what-can-llms-do-and-more-importantly.html", "published_at": "2026-08-03T12:57:47+00:00" }, { "id": "01a0bb9f-cd83-7002-ad8a-34e64ba038f3", "title": "More than a Korean bubble problem - US retail is selling", "url": "http://mrzepczynski.blogspot.com/2026/08/more-than-korean-bubble-problem-us.html", "published_at": "2026-08-03T12:48:52+00:00" }, { "id": "01a0bb9f-cf94-7360-adf6-acfadd4515d5", "title": "More than a Korean bubble problem - US retail is selling", "url": "https://mrzepczynski.blogspot.com/2026/08/more-than-korean-bubble-problem-us.html", "published_at": "2026-08-03T12:48:52+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5a9327688", "title": "Yields at levets not seen in a decade", "url": "https://mrzepczynski.blogspot.com/2026/08/yields-at-levets-not-seen-in-decade.html", "published_at": "2026-08-03T12:42:31+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43be64119ef", "title": "Yields at levets not seen in a decade", "url": "http://mrzepczynski.blogspot.com/2026/08/yields-at-levets-not-seen-in-decade.html", "published_at": "2026-08-03T12:42:31+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5a9c2baad", "title": "The equity maket sectors are getting more disperse", "url": "https://mrzepczynski.blogspot.com/2026/08/the-equity-maket-sectors-are-getting.html", "published_at": "2026-08-01T15:23:38+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43be720a857", "title": "The equity maket sectors are getting more disperse", "url": "http://mrzepczynski.blogspot.com/2026/08/the-equity-maket-sectors-are-getting.html", "published_at": "2026-08-01T15:23:38+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5a9ef881f", "title": "Gold taking up the slack of lower dollar central bank demand", "url": "https://mrzepczynski.blogspot.com/2026/08/gold-taking-up-slack-of-lower-dollar.html", "published_at": "2026-08-01T15:14:23+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43be7b8976b", "title": "Gold taking up the slack of lower dollar central bank demand", "url": "http://mrzepczynski.blogspot.com/2026/08/gold-taking-up-slack-of-lower-dollar.html", "published_at": "2026-08-01T15:14:23+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5aa8d4933", "title": "Monetary policy uncertainty relatively stable", "url": "https://mrzepczynski.blogspot.com/2026/07/monetary-policy-uncertainty-relatively.html", "published_at": "2026-07-31T16:23:53+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43be85becb5", "title": "Monetary policy uncertainty relatively stable", "url": "http://mrzepczynski.blogspot.com/2026/07/monetary-policy-uncertainty-relatively.html", "published_at": "2026-07-31T16:23:53+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5aacd7a53", "title": "Korean KOSPI - the bubble market has burst", "url": "https://mrzepczynski.blogspot.com/2026/07/korean-kospi-bubble-market-has-burst.html", "published_at": "2026-07-30T16:10:00+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43be95460fa", "title": "Korean KOSPI - the bubble market has burst", "url": "http://mrzepczynski.blogspot.com/2026/07/korean-kospi-bubble-market-has-burst.html", "published_at": "2026-07-30T16:10:00+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5abb59435", "title": "Central bank behavior and gold trading", "url": "https://mrzepczynski.blogspot.com/2026/07/central-bank-behavior-and-gold-trading.html", "published_at": "2026-07-30T14:01:05+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bea3c20bb", "title": "Central bank behavior and gold trading", "url": "http://mrzepczynski.blogspot.com/2026/07/central-bank-behavior-and-gold-trading.html", "published_at": "2026-07-30T14:01:05+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5ac288494", "title": "The failure of forward guidance or what should we expect", "url": "https://mrzepczynski.blogspot.com/2026/07/the-failure-of-forward-guidance-or-what.html", "published_at": "2026-07-30T13:53:39+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43beb2e6ee3", "title": "The failure of forward guidance or what should we expect", "url": "http://mrzepczynski.blogspot.com/2026/07/the-failure-of-forward-guidance-or-what.html", "published_at": "2026-07-30T13:53:39+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5accac14c", "title": "How to measure slippage - look for negative surprises", "url": "https://mrzepczynski.blogspot.com/2026/07/how-to-measure-slippage-look-for.html", "published_at": "2026-07-30T13:31:48+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43beb6b3a0d", "title": "How to measure slippage - look for negative surprises", "url": "http://mrzepczynski.blogspot.com/2026/07/how-to-measure-slippage-look-for.html", "published_at": "2026-07-30T13:31:48+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5ad383879", "title": "Momentum and network learning", "url": "https://mrzepczynski.blogspot.com/2026/07/momentum-and-network-learning.html", "published_at": "2026-07-30T13:23:44+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bec06309d", "title": "Momentum and network learning", "url": "http://mrzepczynski.blogspot.com/2026/07/momentum-and-network-learning.html", "published_at": "2026-07-30T13:23:44+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5ae2dcfba", "title": "Treasury convenience yield and inflation", "url": "https://mrzepczynski.blogspot.com/2026/07/treasury-convenience-yield-and-inflation.html", "published_at": "2026-07-28T14:07:17+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bec6a9bda", "title": "Treasury convenience yield and inflation", "url": "http://mrzepczynski.blogspot.com/2026/07/treasury-convenience-yield-and-inflation.html", "published_at": "2026-07-28T14:07:17+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5aeb86b08", "title": "No momentum factor after accounting for cross-sectional liquidity", "url": "https://mrzepczynski.blogspot.com/2026/07/no-momentum-factor-after-accounting-for.html", "published_at": "2026-07-28T13:51:31+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43becb97a32", "title": "No momentum factor after accounting for cross-sectional liquidity", "url": "http://mrzepczynski.blogspot.com/2026/07/no-momentum-factor-after-accounting-for.html", "published_at": "2026-07-28T13:51:31+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5aec56808", "title": "Periods of financial stress - the long history", "url": "https://mrzepczynski.blogspot.com/2026/07/periods-of-financial-stress-long-history.html", "published_at": "2026-07-23T15:32:36+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bece553e0", "title": "Periods of financial stress - the long history", "url": "http://mrzepczynski.blogspot.com/2026/07/periods-of-financial-stress-long-history.html", "published_at": "2026-07-23T15:32:36+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5af4b9d41", "title": "SRISK around the globe - Look at China", "url": "https://mrzepczynski.blogspot.com/2026/07/srisk-around-globe-look-at-china.html", "published_at": "2026-07-23T14:56:52+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bedb0f486", "title": "SRISK around the globe - Look at China", "url": "http://mrzepczynski.blogspot.com/2026/07/srisk-around-globe-look-at-china.html", "published_at": "2026-07-23T14:56:52+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b035485e", "title": "A dirty secret in private equity", "url": "https://mrzepczynski.blogspot.com/2026/07/a-dirty-secret-in-private-equity.html", "published_at": "2026-07-22T13:35:33+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bedc68084", "title": "A dirty secret in private equity", "url": "http://mrzepczynski.blogspot.com/2026/07/a-dirty-secret-in-private-equity.html", "published_at": "2026-07-22T13:35:33+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b063dba9", "title": "A warning sign of a bubble? stock issuance", "url": "https://mrzepczynski.blogspot.com/2026/07/a-warning-sign-of-bubble-stock-issuance.html", "published_at": "2026-07-15T13:42:11+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bedee3fbe", "title": "A warning sign of a bubble? stock issuance", "url": "http://mrzepczynski.blogspot.com/2026/07/a-warning-sign-of-bubble-stock-issuance.html", "published_at": "2026-07-15T13:42:11+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b128aee4", "title": "Say yes to corporate transparency", "url": "https://mrzepczynski.blogspot.com/2026/07/say-yes-to-corporate-transparency.html", "published_at": "2026-07-14T17:35:51+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bee26b857", "title": "Say yes to corporate transparency", "url": "http://mrzepczynski.blogspot.com/2026/07/say-yes-to-corporate-transparency.html", "published_at": "2026-07-14T17:35:51+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b17bc386", "title": "Warsh and the star-studded task forces", "url": "https://mrzepczynski.blogspot.com/2026/07/warsh-and-star-studded-task-forces.html", "published_at": "2026-07-12T23:15:11+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bee7d8dcb", "title": "Warsh and the star-studded task forces", "url": "http://mrzepczynski.blogspot.com/2026/07/warsh-and-star-studded-task-forces.html", "published_at": "2026-07-12T23:15:11+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b20c772a", "title": "Warsh and forward guidance - NOT", "url": "https://mrzepczynski.blogspot.com/2026/07/warsh-and-forward-guidance-not.html", "published_at": "2026-07-11T20:23:59+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bef1104cb", "title": "Warsh and forward guidance - NOT", "url": "http://mrzepczynski.blogspot.com/2026/07/warsh-and-forward-guidance-not.html", "published_at": "2026-07-11T20:23:59+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b2b455f0", "title": "Hidden Dissent and the Fed", "url": "https://mrzepczynski.blogspot.com/2026/07/hidden-dissent-and-fed.html", "published_at": "2026-07-11T20:09:18+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43befe6496b", "title": "Hidden Dissent and the Fed", "url": "http://mrzepczynski.blogspot.com/2026/07/hidden-dissent-and-fed.html", "published_at": "2026-07-11T20:09:18+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b374e453", "title": "Jevons paradox and AI", "url": "https://mrzepczynski.blogspot.com/2026/07/jevons-paradox-and-ai.html", "published_at": "2026-07-11T19:57:07+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bf03fc3ec", "title": "Jevons paradox and AI", "url": "http://mrzepczynski.blogspot.com/2026/07/jevons-paradox-and-ai.html", "published_at": "2026-07-11T19:57:07+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b384dc0e", "title": "Data dependence as \"constrained discretion\"", "url": "https://mrzepczynski.blogspot.com/2026/07/data-dependence-as-constrained.html", "published_at": "2026-07-06T13:26:38+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bf08e8aa7", "title": "Data dependence as \"constrained discretion\"", "url": "http://mrzepczynski.blogspot.com/2026/07/data-dependence-as-constrained.html", "published_at": "2026-07-06T13:26:38+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b40bc0dc", "title": "Going broke and not taking profits", "url": "https://mrzepczynski.blogspot.com/2026/07/going-broke-and-not-taking-profits.html", "published_at": "2026-07-06T13:08:07+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bf0eff2d0", "title": "Going broke and not taking profits", "url": "http://mrzepczynski.blogspot.com/2026/07/going-broke-and-not-taking-profits.html", "published_at": "2026-07-06T13:08:07+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b41e9f11", "title": "Dispersion - what does it mean?", "url": "https://mrzepczynski.blogspot.com/2026/07/dispersion-what-does-it-mean.html", "published_at": "2026-07-03T14:53:21+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bf125480f", "title": "Dispersion - what does it mean?", "url": "http://mrzepczynski.blogspot.com/2026/07/dispersion-what-does-it-mean.html", "published_at": "2026-07-03T14:53:21+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b4d4786d", "title": "The end of being drunk on AI?", "url": "https://mrzepczynski.blogspot.com/2026/07/the-end-of-being-drunk-on-ai.html", "published_at": "2026-07-03T14:46:37+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bf1487e3f", "title": "The end of being drunk on AI?", "url": "http://mrzepczynski.blogspot.com/2026/07/the-end-of-being-drunk-on-ai.html", "published_at": "2026-07-03T14:46:37+00:00" }, { "id": "01a0bba5-8ff3-735e-a61a-96c5b5d0cd59", "title": "The wealth gap - the economics of envy", "url": "https://mrzepczynski.blogspot.com/2026/07/the-wealth-gap-economics-of-envy.html", "published_at": "2026-07-03T14:43:08+00:00" }, { "id": "01a0bba5-900f-71fa-8c25-a43bf1c39481", "title": "The wealth gap - the economics of envy", "url": "http://mrzepczynski.blogspot.com/2026/07/the-wealth-gap-economics-of-envy.html", "published_at": "2026-07-03T14:43:08+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a092ce74c", "title": "One reason for the rise in US socialism", "url": "https://mrzepczynski.blogspot.com/2026/07/one-reason-for-rise-in-us-socialism.html", "published_at": "2026-07-02T18:56:33+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d506e0ebe46", "title": "One reason for the rise in US socialism", "url": "http://mrzepczynski.blogspot.com/2026/07/one-reason-for-rise-in-us-socialism.html", "published_at": "2026-07-02T18:56:33+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a09389b8e", "title": "Death of despair and macroeocnomics", "url": "https://mrzepczynski.blogspot.com/2026/07/death-of-despair-and-macroeocnomics.html", "published_at": "2026-07-02T14:06:18+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d506eda96d1", "title": "Death of despair and macroeocnomics", "url": "http://mrzepczynski.blogspot.com/2026/07/death-of-despair-and-macroeocnomics.html", "published_at": "2026-07-02T14:06:18+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a09e7a43c", "title": "The single most important driver of the current housing market", "url": "https://mrzepczynski.blogspot.com/2026/07/the-single-most-important-driver-of.html", "published_at": "2026-07-02T13:35:49+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d506f3fd595", "title": "The single most important driver of the current housing market", "url": "http://mrzepczynski.blogspot.com/2026/07/the-single-most-important-driver-of.html", "published_at": "2026-07-02T13:35:49+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0a0cee7f", "title": "Equities at the half year mark", "url": "https://mrzepczynski.blogspot.com/2026/07/equities-at-half-year-mark.html", "published_at": "2026-07-01T15:03:46+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5070323329", "title": "Equities at the half year mark", "url": "http://mrzepczynski.blogspot.com/2026/07/equities-at-half-year-mark.html", "published_at": "2026-07-01T15:03:46+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0a9fa8fe", "title": "Hedge funds and AI", "url": "https://mrzepczynski.blogspot.com/2026/07/hedge-funds-and-ai.html", "published_at": "2026-07-01T14:44:10+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5070c7bf0b", "title": "Hedge funds and AI", "url": "http://mrzepczynski.blogspot.com/2026/07/hedge-funds-and-ai.html", "published_at": "2026-07-01T14:44:10+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0ade5f3f", "title": "Did we grow our way out of WWII debt?", "url": "https://mrzepczynski.blogspot.com/2026/06/did-we-grow-our-way-out-of-wwii-debt.html", "published_at": "2026-06-30T13:44:00+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5071538873", "title": "Did we grow our way out of WWII debt?", "url": "http://mrzepczynski.blogspot.com/2026/06/did-we-grow-our-way-out-of-wwii-debt.html", "published_at": "2026-06-30T13:44:00+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0b22b840", "title": "From theory to reality - the ineffectiveness of socialism", "url": "https://mrzepczynski.blogspot.com/2026/06/from-theory-to-reality-ineffectiveness.html", "published_at": "2026-06-18T12:49:45+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5071cb4f35", "title": "From theory to reality - the ineffectiveness of socialism", "url": "http://mrzepczynski.blogspot.com/2026/06/from-theory-to-reality-ineffectiveness.html", "published_at": "2026-06-18T12:49:45+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0b4eaf35", "title": "Earnings sustainability and equity returns", "url": "https://mrzepczynski.blogspot.com/2026/06/earnings-sustainability-and-equity.html", "published_at": "2026-06-18T12:40:55+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5072404fc4", "title": "Earnings sustainability and equity returns", "url": "http://mrzepczynski.blogspot.com/2026/06/earnings-sustainability-and-equity.html", "published_at": "2026-06-18T12:40:55+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0b7d1a03", "title": "Kahneman's solution to system1 thinking", "url": "https://mrzepczynski.blogspot.com/2026/06/kahnemans-solution-to-system1-thinking.html", "published_at": "2026-06-07T12:34:38+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5072636903", "title": "Kahneman's solution to system1 thinking", "url": "http://mrzepczynski.blogspot.com/2026/06/kahnemans-solution-to-system1-thinking.html", "published_at": "2026-06-07T12:34:38+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0c54b343", "title": "Follow those small cap stocks; not the overvalued mega-caps", "url": "https://mrzepczynski.blogspot.com/2026/06/follow-those-small-cap-stocks-not.html", "published_at": "2026-06-06T13:02:35+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5073026954", "title": "Follow those small cap stocks; not the overvalued mega-caps", "url": "http://mrzepczynski.blogspot.com/2026/06/follow-those-small-cap-stocks-not.html", "published_at": "2026-06-06T13:02:35+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0c6c234c", "title": "Gun violence - the solution is following the research", "url": "https://mrzepczynski.blogspot.com/2026/06/gun-violence-solution-is-following.html", "published_at": "2026-06-06T12:52:47+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5073dc9ef4", "title": "Gun violence - the solution is following the research", "url": "http://mrzepczynski.blogspot.com/2026/06/gun-violence-solution-is-following.html", "published_at": "2026-06-06T12:52:47+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0d63d729", "title": "The end of forward guidance - Good, let's use rules", "url": "https://mrzepczynski.blogspot.com/2026/06/the-end-of-forward-guidance-good-lets.html", "published_at": "2026-06-03T14:56:28+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d50742d79e2", "title": "The end of forward guidance - Good, let's use rules", "url": "http://mrzepczynski.blogspot.com/2026/06/the-end-of-forward-guidance-good-lets.html", "published_at": "2026-06-03T14:56:28+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0e50a254", "title": "Gold overtakes Treasuries as central bank reserves", "url": "https://mrzepczynski.blogspot.com/2026/06/gold-overtakes-treasuries-as-central.html", "published_at": "2026-06-03T14:38:01+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d50749902f3", "title": "Gold overtakes Treasuries as central bank reserves", "url": "http://mrzepczynski.blogspot.com/2026/06/gold-overtakes-treasuries-as-central.html", "published_at": "2026-06-03T14:38:01+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0f0c27ef", "title": "Forming better decisions through known, unclear, and presumed framework", "url": "https://mrzepczynski.blogspot.com/2026/06/forming-better-decisions-through-known.html", "published_at": "2026-06-03T14:21:48+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5074b75d00", "title": "Forming better decisions through known, unclear, and presumed framework", "url": "http://mrzepczynski.blogspot.com/2026/06/forming-better-decisions-through-known.html", "published_at": "2026-06-03T14:21:48+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0f10af70", "title": "The current inflation divergence - trimmed mean versus core PCE", "url": "https://mrzepczynski.blogspot.com/2026/06/the-current-inflation-divergence.html", "published_at": "2026-06-03T14:07:01+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d507550335b", "title": "The current inflation divergence - trimmed mean versus core PCE", "url": "http://mrzepczynski.blogspot.com/2026/06/the-current-inflation-divergence.html", "published_at": "2026-06-03T14:07:01+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0f53403d", "title": "Warsh politics starts inside the Fed", "url": "https://mrzepczynski.blogspot.com/2026/06/warsh-politics-starts-inside-fed.html", "published_at": "2026-06-01T16:22:31+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d507612b63a", "title": "Warsh politics starts inside the Fed", "url": "http://mrzepczynski.blogspot.com/2026/06/warsh-politics-starts-inside-fed.html", "published_at": "2026-06-01T16:22:31+00:00" } ] posts Claim your blog

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Mark Rzepczynski

mrzepczynski.blogspot.com

2026

A benign inflation number - now what?original ↗

12 Aug 2026

A benign inflation number - now what?original ↗

12 Aug 2026

TIPS yields continue to move higher original ↗

11 Aug 2026

TIPS yields continue to move higher original ↗

11 Aug 2026

Yen intervention can buy time not a solution original ↗

10 Aug 2026

Yen intervention can buy time not a solution original ↗

10 Aug 2026

AI investment follows other boom and bust cycles original ↗

10 Aug 2026

AI investment follows other boom and bust cycles original ↗

10 Aug 2026

Consumer sentiment not supporting market sentiment original ↗

4 Aug 2026

Consumer sentiment not supporting market sentiment original ↗

4 Aug 2026

Yen intervention will not change fundamentals original ↗

3 Aug 2026

Yen intervention will not change fundamentals original ↗

3 Aug 2026

What makes me worry about the markets - August 2026 original ↗

3 Aug 2026

What makes me worry about the markets - August 2026 original ↗

3 Aug 2026

What can LLMs do and more importantly, not do?original ↗

3 Aug 2026

What can LLMs do and more importantly, not do?original ↗

3 Aug 2026

More than a Korean bubble problem - US retail is selling original ↗

3 Aug 2026

More than a Korean bubble problem - US retail is selling original ↗

3 Aug 2026

Yields at levets not seen in a decade original ↗

3 Aug 2026

Yields at levets not seen in a decade original ↗

3 Aug 2026

The equity maket sectors are getting more disperse original ↗

1 Aug 2026

The equity maket sectors are getting more disperse original ↗

1 Aug 2026

Gold taking up the slack of lower dollar central bank demand original ↗

1 Aug 2026

Gold taking up the slack of lower dollar central bank demand original ↗

1 Aug 2026

Monetary policy uncertainty relatively stable original ↗

31 Jul 2026

Monetary policy uncertainty relatively stable original ↗

31 Jul 2026

Korean KOSPI - the bubble market has burst original ↗

30 Jul 2026

Korean KOSPI - the bubble market has burst original ↗

30 Jul 2026

Central bank behavior and gold trading original ↗

30 Jul 2026

Central bank behavior and gold trading original ↗

30 Jul 2026

The failure of forward guidance or what should we expect original ↗

30 Jul 2026

The failure of forward guidance or what should we expect original ↗

30 Jul 2026

How to measure slippage - look for negative surprises original ↗

30 Jul 2026

How to measure slippage - look for negative surprises original ↗

30 Jul 2026

Momentum and network learning original ↗

30 Jul 2026

Momentum and network learning original ↗

30 Jul 2026

Treasury convenience yield and inflation original ↗

28 Jul 2026

Treasury convenience yield and inflation original ↗

28 Jul 2026

No momentum factor after accounting for cross-sectional liquidity original ↗

28 Jul 2026

No momentum factor after accounting for cross-sectional liquidity original ↗

28 Jul 2026

Periods of financial stress - the long history original ↗

23 Jul 2026

Periods of financial stress - the long history original ↗

23 Jul 2026

SRISK around the globe - Look at China original ↗

23 Jul 2026

SRISK around the globe - Look at China original ↗

23 Jul 2026

A dirty secret in private equity original ↗

22 Jul 2026

A dirty secret in private equity original ↗

22 Jul 2026

A warning sign of a bubble? stock issuance original ↗

15 Jul 2026

A warning sign of a bubble? stock issuance original ↗

15 Jul 2026

Say yes to corporate transparency original ↗

14 Jul 2026

Say yes to corporate transparency original ↗

14 Jul 2026

Warsh and the star-studded task forces original ↗

12 Jul 2026

Warsh and the star-studded task forces original ↗

12 Jul 2026

Warsh and forward guidance - NOT original ↗

11 Jul 2026

Warsh and forward guidance - NOT original ↗

11 Jul 2026

Hidden Dissent and the Fed original ↗

11 Jul 2026

Hidden Dissent and the Fed original ↗

11 Jul 2026

Jevons paradox and AI original ↗

11 Jul 2026

Jevons paradox and AI original ↗

11 Jul 2026

Data dependence as "constrained discretion"original ↗

6 Jul 2026

Data dependence as "constrained discretion"original ↗

6 Jul 2026

Going broke and not taking profits original ↗

6 Jul 2026

Going broke and not taking profits original ↗

6 Jul 2026

Dispersion - what does it mean?original ↗

3 Jul 2026

Dispersion - what does it mean?original ↗

3 Jul 2026

The end of being drunk on AI?original ↗

3 Jul 2026

The end of being drunk on AI?original ↗

3 Jul 2026

The wealth gap - the economics of envy original ↗

3 Jul 2026

The wealth gap - the economics of envy original ↗

3 Jul 2026

One reason for the rise in US socialism original ↗

2 Jul 2026

One reason for the rise in US socialism original ↗

2 Jul 2026

Death of despair and macroeocnomics original ↗

2 Jul 2026

Death of despair and macroeocnomics original ↗

2 Jul 2026

The single most important driver of the current housing market original ↗

2 Jul 2026

The single most important driver of the current housing market original ↗

2 Jul 2026

Equities at the half year mark original ↗

1 Jul 2026

Equities at the half year mark original ↗

1 Jul 2026

Hedge funds and AI original ↗

1 Jul 2026

Hedge funds and AI original ↗

1 Jul 2026

Did we grow our way out of WWII debt?original ↗

30 Jun 2026

Did we grow our way out of WWII debt?original ↗

30 Jun 2026

From theory to reality - the ineffectiveness of socialism original ↗

18 Jun 2026

From theory to reality - the ineffectiveness of socialism original ↗

18 Jun 2026

Earnings sustainability and equity returns original ↗

18 Jun 2026

Earnings sustainability and equity returns original ↗

18 Jun 2026

Kahneman's solution to system1 thinking original ↗

7 Jun 2026

Kahneman's solution to system1 thinking original ↗

7 Jun 2026

Follow those small cap stocks; not the overvalued mega-caps original ↗

6 Jun 2026

Follow those small cap stocks; not the overvalued mega-caps original ↗

6 Jun 2026

Gun violence - the solution is following the research original ↗

6 Jun 2026

Gun violence - the solution is following the research original ↗

6 Jun 2026

The end of forward guidance - Good, let's use rules original ↗

3 Jun 2026

The end of forward guidance - Good, let's use rules original ↗

3 Jun 2026

Gold overtakes Treasuries as central bank reserves original ↗

3 Jun 2026

Gold overtakes Treasuries as central bank reserves original ↗

3 Jun 2026

Forming better decisions through known, unclear, and presumed framework original ↗

3 Jun 2026

Forming better decisions through known, unclear, and presumed framework original ↗

3 Jun 2026

The current inflation divergence - trimmed mean versus core PCE original ↗

3 Jun 2026

The current inflation divergence - trimmed mean versus core PCE original ↗

3 Jun 2026

Warsh politics starts inside the Fed original ↗

1 Jun 2026

Warsh politics starts inside the Fed original ↗

1 Jun 2026