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Mark Rzepczynski

mrzepczynski.blogspot.com

2023

Cheap money can give very expensive lessonsoriginal ↗
27 Mar 2023
Cheap money can give very expensive lessonsoriginal ↗
27 Mar 2023
Financial crises - Not what was unforeseen but what was unaddressedoriginal ↗
26 Mar 2023
Financial crises - Not what was unforeseen but what was unaddressedoriginal ↗
26 Mar 2023
Trend-following - Living on long volatility and dying on short volatilityoriginal ↗
25 Mar 2023
Trend-following - Living on long volatility and dying on short volatilityoriginal ↗
25 Mar 2023
Investment information - Do we really want it all?original ↗
25 Mar 2023
Investment information - Do we really want it all?original ↗
25 Mar 2023
An ensemble of models is not the same as an ensemble of expertsoriginal ↗
24 Mar 2023
An ensemble of models is not the same as an ensemble of expertsoriginal ↗
24 Mar 2023
Group dynamics can lead to poor decisions, so be on your guardoriginal ↗
21 Mar 2023
Group dynamics can lead to poor decisions, so be on your guardoriginal ↗
21 Mar 2023
Disintermediation - A word very relevant for banking todayoriginal ↗
21 Mar 2023
Disintermediation - A word very relevant for banking todayoriginal ↗
21 Mar 2023
Credit tightening is already here, but will get worseoriginal ↗
19 Mar 2023
Credit tightening is already here, but will get worseoriginal ↗
19 Mar 2023
Dunning-Kruger Club and knowing your limitationsoriginal ↗
19 Mar 2023
Dunning-Kruger Club and knowing your limitationsoriginal ↗
19 Mar 2023
Surprises - You should be surprised when they don't happenoriginal ↗
18 Mar 2023
Surprises - You should be surprised when they don't happenoriginal ↗
18 Mar 2023
Financial history and those damn facts - How to we interpret the pastoriginal ↗
17 Mar 2023
Financial history and those damn facts - How to we interpret the pastoriginal ↗
17 Mar 2023
Clayton Christensen on disruption - more complex than you thinkoriginal ↗
16 Mar 2023
Clayton Christensen on disruption - more complex than you thinkoriginal ↗
16 Mar 2023
Silent bank runs - Is there a need for withdrawal restrictionsoriginal ↗
16 Mar 2023
Silent bank runs - Is there a need for withdrawal restrictionsoriginal ↗
16 Mar 2023
The "Great Repricing of Bonds" is the problemoriginal ↗
16 Mar 2023
The "Great Repricing of Bonds" is the problemoriginal ↗
16 Mar 2023
Panics - Is the SVB event another perfect storm?original ↗
14 Mar 2023
Panics - Is the SVB event another perfect storm?original ↗
14 Mar 2023
Anticipatory Thinking and becoming a better investororiginal ↗
12 Mar 2023
Anticipatory Thinking and becoming a better investororiginal ↗
12 Mar 2023
Bank risks and deposits - Looking at insured and uninsured depositsoriginal ↗
12 Mar 2023
Bank risks and deposits - Looking at insured and uninsured depositsoriginal ↗
12 Mar 2023
Bank failures always the same: The case of SVBoriginal ↗
12 Mar 2023
Bank failures always the same: The case of SVBoriginal ↗
12 Mar 2023
Business cycles impact growth trend - hysteresisoriginal ↗
9 Mar 2023
Business cycles impact growth trend - hysteresisoriginal ↗
9 Mar 2023
Rational inattention - An important concept for investorsoriginal ↗
8 Mar 2023
Rational inattention - An important concept for investorsoriginal ↗
8 Mar 2023
Factors have momentum that can be exploited beyond the momentum factororiginal ↗
6 Mar 2023
Factors have momentum that can be exploited beyond the momentum factororiginal ↗
6 Mar 2023
Inflation - Needs to be stabilized at 2% - Fed Governor Jeffersonoriginal ↗
5 Mar 2023
Inflation - Needs to be stabilized at 2% - Fed Governor Jeffersonoriginal ↗
5 Mar 2023
Monetary policy impacts financial risk sentimentoriginal ↗
5 Mar 2023
Monetary policy impacts financial risk sentimentoriginal ↗
5 Mar 2023
Monetary surprise tightening - Post announcement risk appetite driftoriginal ↗
27 Feb 2023
Monetary surprise tightening - Post announcement risk appetite driftoriginal ↗
27 Feb 2023
Understanding the riskiness of corporate assets (equities and bonds) is criticaloriginal ↗
26 Feb 2023
Understanding the riskiness of corporate assets (equities and bonds) is criticaloriginal ↗
26 Feb 2023
Disruption drives credit risk - focus on abnormal financings and innovationoriginal ↗
26 Feb 2023
Disruption drives credit risk - focus on abnormal financings and innovationoriginal ↗
26 Feb 2023
Changes in Risk Appetite - RORO and TINA vs TARAoriginal ↗
26 Feb 2023
Changes in Risk Appetite - RORO and TINA vs TARAoriginal ↗
26 Feb 2023
Thinking about the channels of monetary policyoriginal ↗
25 Feb 2023
Thinking about the channels of monetary policyoriginal ↗
25 Feb 2023
Wishing upon an r* - What is the neutral rate?original ↗
25 Feb 2023
Wishing upon an r* - What is the neutral rate?original ↗
25 Feb 2023
Inflation - It is not going awayoriginal ↗
25 Feb 2023
Inflation - It is not going awayoriginal ↗
25 Feb 2023
Portfolio diversification requires losersoriginal ↗
25 Feb 2023
Portfolio diversification requires losersoriginal ↗
25 Feb 2023
Theta trend - Thinking outside the normal trend boxoriginal ↗
23 Feb 2023
Theta trend - Thinking outside the normal trend boxoriginal ↗
23 Feb 2023
Determining price bubbles - Harder than you thinkoriginal ↗
21 Feb 2023
Determining price bubbles - Harder than you thinkoriginal ↗
21 Feb 2023
What have we learned about managed futures in the last yearoriginal ↗
20 Feb 2023
What have we learned about managed futures in the last yearoriginal ↗
20 Feb 2023
What is the likelihood of a soft landing? History provides some insightsoriginal ↗
20 Feb 2023
What is the likelihood of a soft landing? History provides some insightsoriginal ↗
20 Feb 2023
Focusing on the 3 C's of commodities - Crude, Copper, and Cornoriginal ↗
20 Feb 2023
Focusing on the 3 C's of commodities - Crude, Copper, and Cornoriginal ↗
20 Feb 2023
Dornbusch - "Recoveries do not die of old age..."original ↗
20 Feb 2023
Dornbusch - "Recoveries do not die of old age..."original ↗
20 Feb 2023
Human mind is like a human egg...original ↗
19 Feb 2023
Human mind is like a human egg...original ↗
19 Feb 2023
Confusion matrix and forecastingoriginal ↗
18 Feb 2023
Confusion matrix and forecastingoriginal ↗
18 Feb 2023
A scary thought - what if no one responded to economic surveys?original ↗
17 Feb 2023
A scary thought - what if no one responded to economic surveys?original ↗
17 Feb 2023
Words have meaning - Fed and "sufficiently restrictive"original ↗
16 Feb 2023
Words have meaning - Fed and "sufficiently restrictive"original ↗
16 Feb 2023
The rhetoric - "soft landing with transitory inflation" is the storyoriginal ↗
12 Feb 2023
The rhetoric - "soft landing with transitory inflation" is the storyoriginal ↗
12 Feb 2023
Kuhnian thinking and investmentsoriginal ↗
10 Feb 2023
Kuhnian thinking and investmentsoriginal ↗
10 Feb 2023
Mega-threats, poly-crises, and the "confluence of calamities"original ↗
5 Feb 2023
Mega-threats, poly-crises, and the "confluence of calamities"original ↗
5 Feb 2023
Rethinking Adam Smith - More than the "invisible hand"original ↗
5 Feb 2023
Rethinking Adam Smith - More than the "invisible hand"original ↗
5 Feb 2023
Sector behavior and inflation regimes - A regime switch is happeningoriginal ↗
4 Feb 2023
Sector behavior and inflation regimes - A regime switch is happeningoriginal ↗
4 Feb 2023
The difference between economics and politicsoriginal ↗
4 Feb 2023
The difference between economics and politicsoriginal ↗
4 Feb 2023
Peter Lynch and behavioral financeoriginal ↗
31 Jan 2023
Peter Lynch and behavioral financeoriginal ↗
31 Jan 2023
"Don't fight the Fed" should work in both directionsoriginal ↗
31 Jan 2023
"Don't fight the Fed" should work in both directionsoriginal ↗
31 Jan 2023
One darn shock after another - supply and demand shocks since 2020 control the macro economyoriginal ↗
24 Jan 2023
One darn shock after another - supply and demand shocks since 2020 control the macro economyoriginal ↗
24 Jan 2023
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