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Mark Rzepczynski

mrzepczynski.blogspot.com

2021

The "extreme precariousness of the basis of knowledge"original ↗
25 Nov 2021
The "extreme precariousness of the basis of knowledge"original ↗
25 Nov 2021
Holding bitcoin ETFs given the futures contango - A difficult gameoriginal ↗
24 Nov 2021
Holding bitcoin ETFs given the futures contango - A difficult gameoriginal ↗
24 Nov 2021
Are investors getting EM exposure or just China with some other EM risk in their equity benchmark?original ↗
23 Nov 2021
Are investors getting EM exposure or just China with some other EM risk in their equity benchmark?original ↗
23 Nov 2021
J Powell - The easy choice, but perhaps not the right choiceoriginal ↗
22 Nov 2021
J Powell - The easy choice, but perhaps not the right choiceoriginal ↗
22 Nov 2021
Just-in-time strategy for an investment/trading portfoliooriginal ↗
22 Nov 2021
Just-in-time strategy for an investment/trading portfoliooriginal ↗
22 Nov 2021
Trailing stops - the math says this is a complex decisionoriginal ↗
20 Nov 2021
Trailing stops - the math says this is a complex decisionoriginal ↗
20 Nov 2021
Beyond first order thinking ... second and third order matter moreoriginal ↗
19 Nov 2021
Beyond first order thinking ... second and third order matter moreoriginal ↗
19 Nov 2021
Fed monetary accommodation abounds - look at real yieldsoriginal ↗
13 Nov 2021
Fed monetary accommodation abounds - look at real yieldsoriginal ↗
13 Nov 2021
Financial stability not an issue as we enter the taper periodoriginal ↗
13 Nov 2021
Financial stability not an issue as we enter the taper periodoriginal ↗
13 Nov 2021
Meat and inflationary expectations - Key increases in goods prices impacts expectationsoriginal ↗
10 Nov 2021
Meat and inflationary expectations - Key increases in goods prices impacts expectationsoriginal ↗
10 Nov 2021
Different levels of uncertainty require different thinkingoriginal ↗
9 Nov 2021
Different levels of uncertainty require different thinkingoriginal ↗
9 Nov 2021
Focus is on core inflation but global food prices matteroriginal ↗
9 Nov 2021
Focus is on core inflation but global food prices matteroriginal ↗
9 Nov 2021
Imprecise language - The big problem with investment analysisoriginal ↗
9 Nov 2021
Imprecise language - The big problem with investment analysisoriginal ↗
9 Nov 2021
We just don't know much about inflation and moneyoriginal ↗
7 Nov 2021
We just don't know much about inflation and moneyoriginal ↗
7 Nov 2021
Basics of data science - Machine learning is not econometricsoriginal ↗
7 Nov 2021
Basics of data science - Machine learning is not econometricsoriginal ↗
7 Nov 2021
IQ or RQ - The quotient of rational ability may be more importantoriginal ↗
6 Nov 2021
IQ or RQ - The quotient of rational ability may be more importantoriginal ↗
6 Nov 2021
Liquidity down - risk up - A troubling sign for fixed-incomeoriginal ↗
3 Nov 2021
Liquidity down - risk up - A troubling sign for fixed-incomeoriginal ↗
3 Nov 2021
What if there was a "Great Bond Reset" and equities did not notice?original ↗
2 Nov 2021
What if there was a "Great Bond Reset" and equities did not notice?original ↗
2 Nov 2021
The effect of inflation on equities - Trouble aheadoriginal ↗
30 Oct 2021
The effect of inflation on equities - Trouble aheadoriginal ↗
30 Oct 2021
Stagflation - not the same as the 70's, but it is here - "Cyclical Stagflation"original ↗
30 Oct 2021
Stagflation - not the same as the 70's, but it is here - "Cyclical Stagflation"original ↗
30 Oct 2021
Choosing between correlation diversification and option hedgesoriginal ↗
28 Oct 2021
Choosing between correlation diversification and option hedgesoriginal ↗
28 Oct 2021
Oil Company Returns and Oil Prices - Do not always move togetheroriginal ↗
27 Oct 2021
Oil Company Returns and Oil Prices - Do not always move togetheroriginal ↗
27 Oct 2021
ECB inflation review - No skill at predicting inflation - mistakes with structural issuesoriginal ↗
26 Oct 2021
ECB inflation review - No skill at predicting inflation - mistakes with structural issuesoriginal ↗
26 Oct 2021
Hampel outlier identification - Reducing the sensitivity of standard deviationoriginal ↗
24 Oct 2021
Hampel outlier identification - Reducing the sensitivity of standard deviationoriginal ↗
24 Oct 2021
Group dynamics - Madness or Wisdom of Crowdsoriginal ↗
23 Oct 2021
Group dynamics - Madness or Wisdom of Crowdsoriginal ↗
23 Oct 2021
Forget the headline inflation focus on the core and median - Look what happenedoriginal ↗
19 Oct 2021
Forget the headline inflation focus on the core and median - Look what happenedoriginal ↗
19 Oct 2021
Deposits up and loans down - Is this a healthy bank environment?original ↗
19 Oct 2021
Deposits up and loans down - Is this a healthy bank environment?original ↗
19 Oct 2021
Not your 70's stagflation - Just slow growth and higher inflationoriginal ↗
19 Oct 2021
Not your 70's stagflation - Just slow growth and higher inflationoriginal ↗
19 Oct 2021
Decision-making - Do you change behavior based on social setting?original ↗
17 Oct 2021
Decision-making - Do you change behavior based on social setting?original ↗
17 Oct 2021
Latest facts on uncovered interest rate parity premium (forward bias)original ↗
17 Oct 2021
Latest facts on uncovered interest rate parity premium (forward bias)original ↗
17 Oct 2021
John Kenneth Galbraith and the "bezzle" - It is a global issueoriginal ↗
16 Oct 2021
John Kenneth Galbraith and the "bezzle" - It is a global issueoriginal ↗
16 Oct 2021
PPI and CPI - The difference is at all time highsoriginal ↗
15 Oct 2021
PPI and CPI - The difference is at all time highsoriginal ↗
15 Oct 2021
Geopolitical risk - Not getting enough attention?original ↗
15 Oct 2021
Geopolitical risk - Not getting enough attention?original ↗
15 Oct 2021
Growth vs Value - Still in a sideways environmentoriginal ↗
14 Oct 2021
Growth vs Value - Still in a sideways environmentoriginal ↗
14 Oct 2021
Corporate bond indices reflecting relative riskoriginal ↗
13 Oct 2021
Corporate bond indices reflecting relative riskoriginal ↗
13 Oct 2021
Powell reappointment - It is not the money, it is the regulationoriginal ↗
11 Oct 2021
Powell reappointment - It is not the money, it is the regulationoriginal ↗
11 Oct 2021
Stagflation - Upside Inflation and Downside Growthoriginal ↗
10 Oct 2021
Stagflation - Upside Inflation and Downside Growthoriginal ↗
10 Oct 2021
The value of history for economics from Charles Kindlebergeroriginal ↗
10 Oct 2021
The value of history for economics from Charles Kindlebergeroriginal ↗
10 Oct 2021
New Zealand central bank raises rates 25 bps - A start, but not a constraint on speculationoriginal ↗
9 Oct 2021
New Zealand central bank raises rates 25 bps - A start, but not a constraint on speculationoriginal ↗
9 Oct 2021
Inflation dispersion and skew creates inflation uncertainty that cannot be controlled by Fedoriginal ↗
6 Oct 2021
Inflation dispersion and skew creates inflation uncertainty that cannot be controlled by Fedoriginal ↗
6 Oct 2021
"Transitory" inflation, the failure of imprecise language, and unanchored expectationsoriginal ↗
6 Oct 2021
"Transitory" inflation, the failure of imprecise language, and unanchored expectationsoriginal ↗
6 Oct 2021
Alternative Risk Premia (ARP) timing - Use macro factors for your advantageoriginal ↗
4 Oct 2021
Alternative Risk Premia (ARP) timing - Use macro factors for your advantageoriginal ↗
4 Oct 2021
Inflation expectations and anchoring to actual inflation - Who knows?original ↗
4 Oct 2021
Inflation expectations and anchoring to actual inflation - Who knows?original ↗
4 Oct 2021
Macro uncertainty and an energy shock generates a September correctionoriginal ↗
3 Oct 2021
Macro uncertainty and an energy shock generates a September correctionoriginal ↗
3 Oct 2021
US Macro shocks and style factors - Important in explaining EM currency movesoriginal ↗
30 Sept 2021
US Macro shocks and style factors - Important in explaining EM currency movesoriginal ↗
30 Sept 2021
Currency trading making a comeback? The differences across countries say yesoriginal ↗
29 Sept 2021
Currency trading making a comeback? The differences across countries say yesoriginal ↗
29 Sept 2021
Debt ceiling is a side show versus the riskiness of Treasury debt as measured by a discounted pricing modeloriginal ↗
29 Sept 2021
Debt ceiling is a side show versus the riskiness of Treasury debt as measured by a discounted pricing modeloriginal ↗
29 Sept 2021
Market structure and high commodity prices - The continual pull to scaleoriginal ↗
28 Sept 2021
Market structure and high commodity prices - The continual pull to scaleoriginal ↗
28 Sept 2021
China policy uncertainty - Starting to rise, but not like last yearoriginal ↗
28 Sept 2021
China policy uncertainty - Starting to rise, but not like last yearoriginal ↗
28 Sept 2021
Parrots as economists, "Supply and demand...demand and supply!"original ↗
27 Sept 2021
Parrots as economists, "Supply and demand...demand and supply!"original ↗
27 Sept 2021
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