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Mark Rzepczynski

mrzepczynski.blogspot.com

2022

Declining margin, leverage, and big unwinds - A result of rising interest ratesoriginal ↗
22 Jul 2022
Declining margin, leverage, and big unwinds - A result of rising interest ratesoriginal ↗
22 Jul 2022
Let prices (trends) speak for themselves - It is a good base forecastoriginal ↗
21 Jul 2022
Let prices (trends) speak for themselves - It is a good base forecastoriginal ↗
21 Jul 2022
Ensemble models - A form of forecasting risk managementoriginal ↗
18 Jul 2022
Ensemble models - A form of forecasting risk managementoriginal ↗
18 Jul 2022
"Preponderance of metrics" approach to investment forecasting - A simple approachoriginal ↗
18 Jul 2022
"Preponderance of metrics" approach to investment forecasting - A simple approachoriginal ↗
18 Jul 2022
Financial stress - Different Fed measures provide warnings for investorsoriginal ↗
13 Jul 2022
Financial stress - Different Fed measures provide warnings for investorsoriginal ↗
13 Jul 2022
Global macro decision choices - A binary world?original ↗
12 Jul 2022
Global macro decision choices - A binary world?original ↗
12 Jul 2022
Why are trend-followers having a good year - A rationale, not a descriptionoriginal ↗
12 Jul 2022
Why are trend-followers having a good year - A rationale, not a descriptionoriginal ↗
12 Jul 2022
Commodity super-cycle decline - Looking at individual marketsoriginal ↗
9 Jul 2022
Commodity super-cycle decline - Looking at individual marketsoriginal ↗
9 Jul 2022
Is the commodity super-cycle over or just a correction?original ↗
9 Jul 2022
Is the commodity super-cycle over or just a correction?original ↗
9 Jul 2022
Normal versus Cauchy Distribution - Trend-followers as traders against normalcyoriginal ↗
3 Jul 2022
Normal versus Cauchy Distribution - Trend-followers as traders against normalcyoriginal ↗
3 Jul 2022
Credit spreads and corporate bond distress - A non-linear relationshiporiginal ↗
3 Jul 2022
Credit spreads and corporate bond distress - A non-linear relationshiporiginal ↗
3 Jul 2022
New NYFed Corporate Bond Distressed Index provides context for spread increasesoriginal ↗
2 Jul 2022
New NYFed Corporate Bond Distressed Index provides context for spread increasesoriginal ↗
2 Jul 2022
Limited diversification across sectors and country indicesoriginal ↗
1 Jul 2022
Limited diversification across sectors and country indicesoriginal ↗
1 Jul 2022
Major repricing of equity and bond markets during Juneoriginal ↗
1 Jul 2022
Major repricing of equity and bond markets during Juneoriginal ↗
1 Jul 2022
Case-Shiller city price tiers - Low-end (cheaper) homes are riskier than high-end homesoriginal ↗
30 Jun 2022
Case-Shiller city price tiers - Low-end (cheaper) homes are riskier than high-end homesoriginal ↗
30 Jun 2022
Case-Shiller housing price index and city price betas - Each city has a different risk profileoriginal ↗
28 Jun 2022
Case-Shiller housing price index and city price betas - Each city has a different risk profileoriginal ↗
28 Jun 2022
Beware, but use investor sentiment to help with hard to value stocksoriginal ↗
27 Jun 2022
Beware, but use investor sentiment to help with hard to value stocksoriginal ↗
27 Jun 2022
Credit spreads and equity levelsoriginal ↗
25 Jun 2022
Credit spreads and equity levelsoriginal ↗
25 Jun 2022
Credit spreads and mean reversion - works well with trendsoriginal ↗
25 Jun 2022
Credit spreads and mean reversion - works well with trendsoriginal ↗
25 Jun 2022
Fixed income factor investing - Some evidenceoriginal ↗
25 Jun 2022
Fixed income factor investing - Some evidenceoriginal ↗
25 Jun 2022
The "two cousins" - asset and price inflationoriginal ↗
23 Jun 2022
The "two cousins" - asset and price inflationoriginal ↗
23 Jun 2022
The allocative effect of low rates and easy moneyoriginal ↗
23 Jun 2022
The allocative effect of low rates and easy moneyoriginal ↗
23 Jun 2022
The Fed reaction function - Where all the market action is focusedoriginal ↗
23 Jun 2022
The Fed reaction function - Where all the market action is focusedoriginal ↗
23 Jun 2022
Investors and memory - Don't be fooled by only focusing on the good tradesoriginal ↗
21 Jun 2022
Investors and memory - Don't be fooled by only focusing on the good tradesoriginal ↗
21 Jun 2022
Credit drives all financial and real marketsoriginal ↗
20 Jun 2022
Credit drives all financial and real marketsoriginal ↗
20 Jun 2022
Central banks and being behind the curve this weekoriginal ↗
19 Jun 2022
Central banks and being behind the curve this weekoriginal ↗
19 Jun 2022
Bear markets and recession - A serious signaloriginal ↗
17 Jun 2022
Bear markets and recession - A serious signaloriginal ↗
17 Jun 2022
Consumer sentiment index shows strong pessimismoriginal ↗
13 Jun 2022
Consumer sentiment index shows strong pessimismoriginal ↗
13 Jun 2022
Inflation - More volatile and stronger short-term movesoriginal ↗
13 Jun 2022
Inflation - More volatile and stronger short-term movesoriginal ↗
13 Jun 2022
How persistent or transitory is inflation?original ↗
9 Jun 2022
How persistent or transitory is inflation?original ↗
9 Jun 2022
Sector classification is a dynamic processoriginal ↗
8 Jun 2022
Sector classification is a dynamic processoriginal ↗
8 Jun 2022
Commodity super-cycle is here but different from the pastoriginal ↗
8 Jun 2022
Commodity super-cycle is here but different from the pastoriginal ↗
8 Jun 2022
Know the counter-argument for any investmentoriginal ↗
7 Jun 2022
Know the counter-argument for any investmentoriginal ↗
7 Jun 2022
The Global Supply Chain Pressure Index worth followingoriginal ↗
6 Jun 2022
The Global Supply Chain Pressure Index worth followingoriginal ↗
6 Jun 2022
Davos and globalizationoriginal ↗
6 Jun 2022
Davos and globalizationoriginal ↗
6 Jun 2022
Data and lawlessness - think in frequency and when in doubt, think randomoriginal ↗
6 Jun 2022
Data and lawlessness - think in frequency and when in doubt, think randomoriginal ↗
6 Jun 2022
The fiscal policy bet that led to more inflationoriginal ↗
5 Jun 2022
The fiscal policy bet that led to more inflationoriginal ↗
5 Jun 2022
Sector and country equity performance mixed for Mayoriginal ↗
4 Jun 2022
Sector and country equity performance mixed for Mayoriginal ↗
4 Jun 2022
May performance only a trend slowdown from stagflation themeoriginal ↗
4 Jun 2022
May performance only a trend slowdown from stagflation themeoriginal ↗
4 Jun 2022
Savings rate still declining - forces GDP back to old trend lineoriginal ↗
29 May 2022
Savings rate still declining - forces GDP back to old trend lineoriginal ↗
29 May 2022
The Fed has been tightening financial conditions (Chicago Fed ANFCI index)original ↗
27 May 2022
The Fed has been tightening financial conditions (Chicago Fed ANFCI index)original ↗
27 May 2022
Inventory to sales data suggest further retail adjustments - A business cycle indicator to watchoriginal ↗
24 May 2022
Inventory to sales data suggest further retail adjustments - A business cycle indicator to watchoriginal ↗
24 May 2022
Stagflation thinking peaking at highest levels since 2008original ↗
24 May 2022
Stagflation thinking peaking at highest levels since 2008original ↗
24 May 2022
The inflation - equity valuation trade-off is not attractiveoriginal ↗
23 May 2022
The inflation - equity valuation trade-off is not attractiveoriginal ↗
23 May 2022
One of the better non-investment investment books - Think Again by Adam Grantoriginal ↗
20 May 2022
One of the better non-investment investment books - Think Again by Adam Grantoriginal ↗
20 May 2022
Inflation measures and company margins; follow the CPI-PPI differenceoriginal ↗
19 May 2022
Inflation measures and company margins; follow the CPI-PPI differenceoriginal ↗
19 May 2022
The Conference Board LEI index forecasts slower growthoriginal ↗
19 May 2022
The Conference Board LEI index forecasts slower growthoriginal ↗
19 May 2022
Credit spreads and the equity decline - corporate risk aboundsoriginal ↗
18 May 2022
Credit spreads and the equity decline - corporate risk aboundsoriginal ↗
18 May 2022
An office market debacle is still ahead of usoriginal ↗
18 May 2022
An office market debacle is still ahead of usoriginal ↗
18 May 2022
What is the optimal inflation target - Not what you may thinkoriginal ↗
16 May 2022
What is the optimal inflation target - Not what you may thinkoriginal ↗
16 May 2022
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