corpus.blog
41,554 blogs · 5,197,919 posts Claim your blog
Back to Mark Rzepczynski
Blog · corpus.blog/blogs/mrzepczynski.blogspot.com/posts

Mark Rzepczynski

mrzepczynski.blogspot.com

2022

Kruglanski - the need for closure and decision-making - Important for tradingoriginal ↗
23 Sept 2022
Kruglanski - the need for closure and decision-making - Important for tradingoriginal ↗
23 Sept 2022
The hawkish Fed - Nothing good for emerging marketsoriginal ↗
22 Sept 2022
The hawkish Fed - Nothing good for emerging marketsoriginal ↗
22 Sept 2022
FOMC announcements and left-tail uncertainty - The real issueoriginal ↗
22 Sept 2022
FOMC announcements and left-tail uncertainty - The real issueoriginal ↗
22 Sept 2022
CTAs - Performance and replicating signals - Trend identification worksoriginal ↗
22 Sept 2022
CTAs - Performance and replicating signals - Trend identification worksoriginal ↗
22 Sept 2022
FOMC risk and resolving uncertaintyoriginal ↗
21 Sept 2022
FOMC risk and resolving uncertaintyoriginal ↗
21 Sept 2022
Global tightening increases the odds of global recessionoriginal ↗
20 Sept 2022
Global tightening increases the odds of global recessionoriginal ↗
20 Sept 2022
Gold - No inflation support for investorsoriginal ↗
20 Sept 2022
Gold - No inflation support for investorsoriginal ↗
20 Sept 2022
The permanent scaring of the energy crisis - a need for rethinking energy policiesoriginal ↗
12 Sept 2022
The permanent scaring of the energy crisis - a need for rethinking energy policiesoriginal ↗
12 Sept 2022
Who is sanctioning who - The current EU energy crisisoriginal ↗
9 Sept 2022
Who is sanctioning who - The current EU energy crisisoriginal ↗
9 Sept 2022
Policy uncertainty between world, EU, and US growingoriginal ↗
7 Sept 2022
Policy uncertainty between world, EU, and US growingoriginal ↗
7 Sept 2022
When in a slowdown, take sector beta risk off the table.original ↗
7 Sept 2022
When in a slowdown, take sector beta risk off the table.original ↗
7 Sept 2022
Sector rotation based on the business cycle - It can workoriginal ↗
6 Sept 2022
Sector rotation based on the business cycle - It can workoriginal ↗
6 Sept 2022
Asset class have common risk premiaoriginal ↗
6 Sept 2022
Asset class have common risk premiaoriginal ↗
6 Sept 2022
Macro factors driving returns - Growth, Inflation, and commodity pricesoriginal ↗
5 Sept 2022
Macro factors driving returns - Growth, Inflation, and commodity pricesoriginal ↗
5 Sept 2022
Emerging markets equities - Macro or fundamental factors as drivers?original ↗
5 Sept 2022
Emerging markets equities - Macro or fundamental factors as drivers?original ↗
5 Sept 2022
The housing cycle is the business cycle - Can housing tell us something about the real economy and policyoriginal ↗
5 Sept 2022
The housing cycle is the business cycle - Can housing tell us something about the real economy and policyoriginal ↗
5 Sept 2022
Global equity correlation - Driven by common factorsoriginal ↗
4 Sept 2022
Global equity correlation - Driven by common factorsoriginal ↗
4 Sept 2022
Round trip for the summer - equity market environment is back to core stagflation storyoriginal ↗
4 Sept 2022
Round trip for the summer - equity market environment is back to core stagflation storyoriginal ↗
4 Sept 2022
Too much time in a low risk environment will lead to a bad economic outcomeoriginal ↗
31 Aug 2022
Too much time in a low risk environment will lead to a bad economic outcomeoriginal ↗
31 Aug 2022
Global stock and bond comovements - The stylized facts are differentoriginal ↗
30 Aug 2022
Global stock and bond comovements - The stylized facts are differentoriginal ↗
30 Aug 2022
Macro Momentum as an extension of trend-following?original ↗
28 Aug 2022
Macro Momentum as an extension of trend-following?original ↗
28 Aug 2022
Trend-following - If you want convexity, use a "pure" strategyoriginal ↗
25 Aug 2022
Trend-following - If you want convexity, use a "pure" strategyoriginal ↗
25 Aug 2022
The failure of forecasting - Arguments invoked by skepticsoriginal ↗
23 Aug 2022
The failure of forecasting - Arguments invoked by skepticsoriginal ↗
23 Aug 2022
“We’re not overbuilt, we’re under-demanded.” - Understatement on housing marketoriginal ↗
18 Aug 2022
“We’re not overbuilt, we’re under-demanded.” - Understatement on housing marketoriginal ↗
18 Aug 2022
Global commodity and entitlement relationships in three partsoriginal ↗
18 Aug 2022
Global commodity and entitlement relationships in three partsoriginal ↗
18 Aug 2022
The simple Einhorn bear market checklistoriginal ↗
18 Aug 2022
The simple Einhorn bear market checklistoriginal ↗
18 Aug 2022
What is making 2022 special for trend-followers?original ↗
17 Aug 2022
What is making 2022 special for trend-followers?original ↗
17 Aug 2022
Trend-following versus Momentum - A short comparisonoriginal ↗
16 Aug 2022
Trend-following versus Momentum - A short comparisonoriginal ↗
16 Aug 2022
Four quadrants business cycle narrative thinkingoriginal ↗
10 Aug 2022
Four quadrants business cycle narrative thinkingoriginal ↗
10 Aug 2022
Measuring transitions between inflation regimes can be doneoriginal ↗
10 Aug 2022
Measuring transitions between inflation regimes can be doneoriginal ↗
10 Aug 2022
Sector rotation across the business cycle - relative and absolute performanceoriginal ↗
9 Aug 2022
Sector rotation across the business cycle - relative and absolute performanceoriginal ↗
9 Aug 2022
Returns across the business cycleoriginal ↗
9 Aug 2022
Returns across the business cycleoriginal ↗
9 Aug 2022
Business cycle checklist and a cycle guideoriginal ↗
8 Aug 2022
Business cycle checklist and a cycle guideoriginal ↗
8 Aug 2022
Credit cycle similar to the equity cycle - Declining fundamentals, valuations, and technicalsoriginal ↗
8 Aug 2022
Credit cycle similar to the equity cycle - Declining fundamentals, valuations, and technicalsoriginal ↗
8 Aug 2022
Inflation as a global phenomena and not just food and energyoriginal ↗
7 Aug 2022
Inflation as a global phenomena and not just food and energyoriginal ↗
7 Aug 2022
Trend-following and inflation - It is all about the uncertaintyoriginal ↗
7 Aug 2022
Trend-following and inflation - It is all about the uncertaintyoriginal ↗
7 Aug 2022
An alternative look at the growth problem - The Lewis-Mertens-Stock WEI indexoriginal ↗
6 Aug 2022
An alternative look at the growth problem - The Lewis-Mertens-Stock WEI indexoriginal ↗
6 Aug 2022
Output gap and the business cycle - A good simple measureoriginal ↗
5 Aug 2022
Output gap and the business cycle - A good simple measureoriginal ↗
5 Aug 2022
Sector rotation and the business cycle - Risks change with the business cycle regimeoriginal ↗
3 Aug 2022
Sector rotation and the business cycle - Risks change with the business cycle regimeoriginal ↗
3 Aug 2022
Watch out for the "Entrepreneurs of error" - Let data speak for itselforiginal ↗
3 Aug 2022
Watch out for the "Entrepreneurs of error" - Let data speak for itselforiginal ↗
3 Aug 2022
Sector and country risk repricing in Julyoriginal ↗
1 Aug 2022
Sector and country risk repricing in Julyoriginal ↗
1 Aug 2022
The repricing of equity and fixed income risk in Julyoriginal ↗
1 Aug 2022
The repricing of equity and fixed income risk in Julyoriginal ↗
1 Aug 2022
This is not a recession - It is a banana!original ↗
28 Jul 2022
This is not a recession - It is a banana!original ↗
28 Jul 2022
The 40-70 Colin Powell decision ruleoriginal ↗
27 Jul 2022
The 40-70 Colin Powell decision ruleoriginal ↗
27 Jul 2022
Focus on precision in your thought processes to improve decisionsoriginal ↗
26 Jul 2022
Focus on precision in your thought processes to improve decisionsoriginal ↗
26 Jul 2022
The inflation regime matters when anticipating returns across the business cycleoriginal ↗
25 Jul 2022
The inflation regime matters when anticipating returns across the business cycleoriginal ↗
25 Jul 2022
Isaiah Berlin as an investor - Accept complexity but focus on simplicityoriginal ↗
25 Jul 2022
Isaiah Berlin as an investor - Accept complexity but focus on simplicityoriginal ↗
25 Jul 2022
Isaiah Berlin's hedgehogs and foxes - Why be a top-down investment hedgehog and a bottom-up investment foxoriginal ↗
24 Jul 2022
Isaiah Berlin's hedgehogs and foxes - Why be a top-down investment hedgehog and a bottom-up investment foxoriginal ↗
24 Jul 2022
Sherman Kent - The analyst's analyst - Be precise with your forecastsoriginal ↗
24 Jul 2022
Sherman Kent - The analyst's analyst - Be precise with your forecastsoriginal ↗
24 Jul 2022
Greenspan puts are now Fed calls, and a likely collaroriginal ↗
22 Jul 2022
Greenspan puts are now Fed calls, and a likely collaroriginal ↗
22 Jul 2022
Previous Next