corpus.blog
41554 blogs · [ { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a0ff04687", "title": "Follow the equity risk premium", "url": "https://mrzepczynski.blogspot.com/2026/05/follow-equity-risk-premium.html", "published_at": "2026-05-26T13:40:03+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5077107c85", "title": "Follow the equity risk premium", "url": "http://mrzepczynski.blogspot.com/2026/05/follow-equity-risk-premium.html", "published_at": "2026-05-26T13:40:03+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a10019b2c", "title": "The politics of the Fed run through Congress", "url": "https://mrzepczynski.blogspot.com/2026/05/the-politics-of-fed-run-through-congress.html", "published_at": "2026-05-26T13:27:29+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5077c4d3dc", "title": "The politics of the Fed run through Congress", "url": "http://mrzepczynski.blogspot.com/2026/05/the-politics-of-fed-run-through-congress.html", "published_at": "2026-05-26T13:27:29+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a103caf3b", "title": "So bonds are not the solution?", "url": "https://mrzepczynski.blogspot.com/2026/05/so-bonds-are-not-solution.html", "published_at": "2026-05-26T13:21:56+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d50789115f8", "title": "So bonds are not the solution?", "url": "http://mrzepczynski.blogspot.com/2026/05/so-bonds-are-not-solution.html", "published_at": "2026-05-26T13:21:56+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a10b11d10", "title": "Edmund Phelps - more than a macroeconomist", "url": "https://mrzepczynski.blogspot.com/2026/05/edmund-phelps-more-than-macroeconomist.html", "published_at": "2026-05-24T17:40:43+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5078ff42dc", "title": "Edmund Phelps - more than a macroeconomist", "url": "http://mrzepczynski.blogspot.com/2026/05/edmund-phelps-more-than-macroeconomist.html", "published_at": "2026-05-24T17:40:43+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a117d531d", "title": "Large moves in the FX markets", "url": "https://mrzepczynski.blogspot.com/2026/05/large-moves-in-fx-markets.html", "published_at": "2026-05-19T15:29:15+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d50797b2501", "title": "Large moves in the FX markets", "url": "http://mrzepczynski.blogspot.com/2026/05/large-moves-in-fx-markets.html", "published_at": "2026-05-19T15:29:15+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a11b989ef", "title": "Unsustained sales growth and AI", "url": "https://mrzepczynski.blogspot.com/2026/05/unsustained-sales-growth-and-ai.html", "published_at": "2026-05-17T23:36:17+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d5079d3ba12", "title": "Unsustained sales growth and AI", "url": "http://mrzepczynski.blogspot.com/2026/05/unsustained-sales-growth-and-ai.html", "published_at": "2026-05-17T23:36:17+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a125fd86f", "title": "The time series of risk shocks", "url": "https://mrzepczynski.blogspot.com/2026/05/the-time-series-of-risk-shocks.html", "published_at": "2026-05-17T23:18:46+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d507a5741b6", "title": "The time series of risk shocks", "url": "http://mrzepczynski.blogspot.com/2026/05/the-time-series-of-risk-shocks.html", "published_at": "2026-05-17T23:18:46+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a12795639", "title": "The time series of risk regimes", "url": "https://mrzepczynski.blogspot.com/2026/05/the-time-series-of-risk-regimes.html", "published_at": "2026-05-17T23:12:55+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d507aabd5c9", "title": "The time series of risk regimes", "url": "http://mrzepczynski.blogspot.com/2026/05/the-time-series-of-risk-regimes.html", "published_at": "2026-05-17T23:12:55+00:00" }, { "id": "01a0bbaa-9af2-73b2-bb6a-bd5a12c3a752", "title": "EU Geopolitical risks - different from Anglo geopolitical risk", "url": "https://mrzepczynski.blogspot.com/2026/05/eu-geopolitical-risks-different-from.html", "published_at": "2026-05-16T15:23:14+00:00" }, { "id": "01a0bbaa-9f1c-7266-97f8-7d507adee35f", "title": "EU Geopolitical risks - different from Anglo geopolitical risk", "url": "http://mrzepczynski.blogspot.com/2026/05/eu-geopolitical-risks-different-from.html", "published_at": "2026-05-16T15:23:14+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a21b6084", "title": "Causal inference and critical statistical thinking", "url": "https://mrzepczynski.blogspot.com/2026/05/causal-inference-and-critical.html", "published_at": "2026-05-16T15:08:34+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb263df81e", "title": "Causal inference and critical statistical thinking", "url": "http://mrzepczynski.blogspot.com/2026/05/causal-inference-and-critical.html", "published_at": "2026-05-16T15:08:34+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a263a5f8", "title": "Hedge fund strategy rebound", "url": "https://mrzepczynski.blogspot.com/2026/05/hedge-fund-strategy-rebound.html", "published_at": "2026-05-16T14:53:40+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2644d03d", "title": "Hedge fund strategy rebound", "url": "http://mrzepczynski.blogspot.com/2026/05/hedge-fund-strategy-rebound.html", "published_at": "2026-05-16T14:53:40+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a3153721", "title": "Commodites versus stocks - Go with the real economy?", "url": "https://mrzepczynski.blogspot.com/2026/05/commodites-versus-stocks-go-with-real.html", "published_at": "2026-05-15T13:28:35+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2743fee2", "title": "Commodites versus stocks - Go with the real economy?", "url": "http://mrzepczynski.blogspot.com/2026/05/commodites-versus-stocks-go-with-real.html", "published_at": "2026-05-15T13:28:35+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a37b8d6f", "title": "So ends the view that inflation is tamed", "url": "https://mrzepczynski.blogspot.com/2026/05/so-ends-view-that-inflation-is-tamed.html", "published_at": "2026-05-14T13:02:43+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb27b0504e", "title": "So ends the view that inflation is tamed", "url": "http://mrzepczynski.blogspot.com/2026/05/so-ends-view-that-inflation-is-tamed.html", "published_at": "2026-05-14T13:02:43+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a4373386", "title": "Why nothing works - We cannot decide whether we are Hamiltonians or Jeffersonians", "url": "https://mrzepczynski.blogspot.com/2026/05/why-nothing-works-we-cannot-decide.html", "published_at": "2026-05-11T13:04:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb27d78038", "title": "Why nothing works - We cannot decide whether we are Hamiltonians or Jeffersonians", "url": "http://mrzepczynski.blogspot.com/2026/05/why-nothing-works-we-cannot-decide.html", "published_at": "2026-05-11T13:04:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a4dd1aed", "title": "The Doom Loop - Explaining the dollar", "url": "https://mrzepczynski.blogspot.com/2026/05/the-doom-loop-explaining-dollar.html", "published_at": "2026-05-11T12:46:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb282c0f28", "title": "The Doom Loop - Explaining the dollar", "url": "http://mrzepczynski.blogspot.com/2026/05/the-doom-loop-explaining-dollar.html", "published_at": "2026-05-11T12:46:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a590c74d", "title": "What are equity markets discounting? it is not risk", "url": "https://mrzepczynski.blogspot.com/2026/05/what-are-equity-markets-discounting-it.html", "published_at": "2026-05-04T14:08:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb28dbc8a2", "title": "What are equity markets discounting? it is not risk", "url": "http://mrzepczynski.blogspot.com/2026/05/what-are-equity-markets-discounting-it.html", "published_at": "2026-05-04T14:08:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a5d98001", "title": "Periods of Stagflation - there have always been with us", "url": "https://mrzepczynski.blogspot.com/2026/05/periods-of-stagflation-there-have.html", "published_at": "2026-05-04T13:46:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb292f3db6", "title": "Periods of Stagflation - there have always been with us", "url": "http://mrzepczynski.blogspot.com/2026/05/periods-of-stagflation-there-have.html", "published_at": "2026-05-04T13:46:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a684f7f3", "title": "Risk aversion index worth a look", "url": "https://mrzepczynski.blogspot.com/2026/05/risk-aversion-index-worth-look.html", "published_at": "2026-05-04T13:33:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb297f2820", "title": "Risk aversion index worth a look", "url": "http://mrzepczynski.blogspot.com/2026/05/risk-aversion-index-worth-look.html", "published_at": "2026-05-04T13:33:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a74c937f", "title": "Trading with signal and price impact uncertainty", "url": "https://mrzepczynski.blogspot.com/2026/04/trading-with-signal-and-price-impact.html", "published_at": "2026-04-25T20:56:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2a2cefc3", "title": "Trading with signal and price impact uncertainty", "url": "http://mrzepczynski.blogspot.com/2026/04/trading-with-signal-and-price-impact.html", "published_at": "2026-04-25T20:56:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a77dd79d", "title": "Expectation Bias and short-term Momentum", "url": "https://mrzepczynski.blogspot.com/2026/04/expectation-bias-and-short-term-momentum.html", "published_at": "2026-04-25T20:48:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2ab5d032", "title": "Expectation Bias and short-term Momentum", "url": "http://mrzepczynski.blogspot.com/2026/04/expectation-bias-and-short-term-momentum.html", "published_at": "2026-04-25T20:48:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a829ee02", "title": "Attention versus earnings and momentum", "url": "https://mrzepczynski.blogspot.com/2026/04/attention-versus-earnings-and-momentum.html", "published_at": "2026-04-25T20:33:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2ab7d85a", "title": "Attention versus earnings and momentum", "url": "http://mrzepczynski.blogspot.com/2026/04/attention-versus-earnings-and-momentum.html", "published_at": "2026-04-25T20:33:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a88cd596", "title": "Multi-agent LLM systems for profit", "url": "https://mrzepczynski.blogspot.com/2026/04/multi-agent-llm-systems-for-profit.html", "published_at": "2026-04-25T20:21:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2b9b1630", "title": "Multi-agent LLM systems for profit", "url": "http://mrzepczynski.blogspot.com/2026/04/multi-agent-llm-systems-for-profit.html", "published_at": "2026-04-25T20:21:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71a93787ee", "title": "Mimicking managers for profit? Not so fast", "url": "https://mrzepczynski.blogspot.com/2026/04/mimicking-managers-for-profit-not-so.html", "published_at": "2026-04-25T20:04:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2c37a6aa", "title": "Mimicking managers for profit? Not so fast", "url": "http://mrzepczynski.blogspot.com/2026/04/mimicking-managers-for-profit-not-so.html", "published_at": "2026-04-25T20:04:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71aa1ac7f2", "title": "The morning volatility uncertainty effect", "url": "https://mrzepczynski.blogspot.com/2026/04/the-morning-volatility-uncertainty.html", "published_at": "2026-04-25T19:40:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2d1cbff1", "title": "The morning volatility uncertainty effect", "url": "http://mrzepczynski.blogspot.com/2026/04/the-morning-volatility-uncertainty.html", "published_at": "2026-04-25T19:40:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71aabb20f3", "title": "Can market forecasts front run information? The answer is yes", "url": "https://mrzepczynski.blogspot.com/2026/04/can-market-forecasts-front-run.html", "published_at": "2026-04-25T19:26:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2d2638c5", "title": "Can market forecasts front run information? The answer is yes", "url": "http://mrzepczynski.blogspot.com/2026/04/can-market-forecasts-front-run.html", "published_at": "2026-04-25T19:26:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71ab7ae8fe", "title": "Decoupling dollar and Treasury privilege", "url": "https://mrzepczynski.blogspot.com/2026/04/decoupling-dollar-and-treasury-privilege.html", "published_at": "2026-04-25T19:11:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2d946d84", "title": "Decoupling dollar and Treasury privilege", "url": "http://mrzepczynski.blogspot.com/2026/04/decoupling-dollar-and-treasury-privilege.html", "published_at": "2026-04-25T19:11:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71ac538a8f", "title": "Do LLMs make market more efficient? Yes", "url": "https://mrzepczynski.blogspot.com/2026/04/do-llms-make-market-more-efficient-yes.html", "published_at": "2026-04-25T18:57:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2e8237bb", "title": "Do LLMs make market more efficient? Yes", "url": "http://mrzepczynski.blogspot.com/2026/04/do-llms-make-market-more-efficient-yes.html", "published_at": "2026-04-25T18:57:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71acc02a08", "title": "False discovery rate in finance - Thinking out of the box", "url": "https://mrzepczynski.blogspot.com/2026/04/false-discovery-rate-in-finance.html", "published_at": "2026-04-20T16:03:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2efea8e3", "title": "False discovery rate in finance - Thinking out of the box", "url": "http://mrzepczynski.blogspot.com/2026/04/false-discovery-rate-in-finance.html", "published_at": "2026-04-20T16:03:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71ad52eb9c", "title": "Narrative and macro investing", "url": "https://mrzepczynski.blogspot.com/2026/04/narrative-and-macro-investing.html", "published_at": "2026-04-18T15:36:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb2f389600", "title": "Narrative and macro investing", "url": "http://mrzepczynski.blogspot.com/2026/04/narrative-and-macro-investing.html", "published_at": "2026-04-18T15:36:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71adcabacd", "title": "Rationale for trend-following updated", "url": "https://mrzepczynski.blogspot.com/2026/04/rationale-for-trend-following-updated.html", "published_at": "2026-04-18T15:09:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb30194cfa", "title": "Rationale for trend-following updated", "url": "http://mrzepczynski.blogspot.com/2026/04/rationale-for-trend-following-updated.html", "published_at": "2026-04-18T15:09:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71ae8c7f91", "title": "Tax loss alpha is getting big", "url": "https://mrzepczynski.blogspot.com/2026/04/tax-loss-alpha-is-getting-big.html", "published_at": "2026-04-16T14:33:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb30b3d13a", "title": "Tax loss alpha is getting big", "url": "http://mrzepczynski.blogspot.com/2026/04/tax-loss-alpha-is-getting-big.html", "published_at": "2026-04-16T14:33:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71af52da57", "title": "Friction needs to be managed", "url": "https://mrzepczynski.blogspot.com/2026/04/friction-needs-to-be-managed.html", "published_at": "2026-04-13T13:11:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb31a11e40", "title": "Friction needs to be managed", "url": "http://mrzepczynski.blogspot.com/2026/04/friction-needs-to-be-managed.html", "published_at": "2026-04-13T13:11:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71b0473e62", "title": "Managing the hard things - there is help from Ben Horowitz", "url": "https://mrzepczynski.blogspot.com/2026/04/managing-hard-things-there-is-help-from.html", "published_at": "2026-04-13T13:00:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb321709a7", "title": "Managing the hard things - there is help from Ben Horowitz", "url": "http://mrzepczynski.blogspot.com/2026/04/managing-hard-things-there-is-help-from.html", "published_at": "2026-04-13T13:00:00+00:00" }, { "id": "01a0bbaf-a448-7106-baab-3f71b13a40f5", "title": "The problem of bimodality and deep mometum", "url": "https://mrzepczynski.blogspot.com/2026/04/the-problem-of-bimodality-and-deep.html", "published_at": "2026-04-12T18:51:00+00:00" }, { "id": "01a0bbaf-aaa0-7350-9c81-95fb32f63afa", "title": "The problem of bimodality and deep mometum", "url": "http://mrzepczynski.blogspot.com/2026/04/the-problem-of-bimodality-and-deep.html", "published_at": "2026-04-12T18:51:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b0636683d9", "title": "Diversification and redundancy with trend-following", "url": "https://mrzepczynski.blogspot.com/2026/04/diversification-and-redundancy-with.html", "published_at": "2026-04-12T18:22:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3bfac4e6", "title": "Diversification and redundancy with trend-following", "url": "http://mrzepczynski.blogspot.com/2026/04/diversification-and-redundancy-with.html", "published_at": "2026-04-12T18:22:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06390aeea", "title": "Fed Up - a reread on the politics of the Fed", "url": "https://mrzepczynski.blogspot.com/2026/04/fed-up-reread-on-politics-of-fed.html", "published_at": "2026-04-11T13:49:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3cdcedff", "title": "Fed Up - a reread on the politics of the Fed", "url": "http://mrzepczynski.blogspot.com/2026/04/fed-up-reread-on-politics-of-fed.html", "published_at": "2026-04-11T13:49:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b063fe717b", "title": "Signal filtering for mean reversion trading", "url": "https://mrzepczynski.blogspot.com/2026/04/signal-filtering-for-mean-reversion.html", "published_at": "2026-04-06T20:08:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3dc7f009", "title": "Signal filtering for mean reversion trading", "url": "http://mrzepczynski.blogspot.com/2026/04/signal-filtering-for-mean-reversion.html", "published_at": "2026-04-06T20:08:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06419e5cb", "title": "The Investor, The Chef, and The Recipe Book", "url": "https://mrzepczynski.blogspot.com/2026/04/the-investor-chef-and-recipe-book.html", "published_at": "2026-04-06T19:51:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3dfe53e4", "title": "The Investor, The Chef, and The Recipe Book", "url": "http://mrzepczynski.blogspot.com/2026/04/the-investor-chef-and-recipe-book.html", "published_at": "2026-04-06T19:51:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06467a86b", "title": "Unified framework for anomalies - all in the past month of return behavior", "url": "https://mrzepczynski.blogspot.com/2026/04/unified-framework-for-anomalies-all-in.html", "published_at": "2026-04-06T18:46:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3ee871e7", "title": "Unified framework for anomalies - all in the past month of return behavior", "url": "http://mrzepczynski.blogspot.com/2026/04/unified-framework-for-anomalies-all-in.html", "published_at": "2026-04-06T18:46:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b064f0017a", "title": "Manufacturing employment and trend", "url": "https://mrzepczynski.blogspot.com/2026/04/manufacturing-employment-and-trend.html", "published_at": "2026-04-03T14:03:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3f330235", "title": "Manufacturing employment and trend", "url": "http://mrzepczynski.blogspot.com/2026/04/manufacturing-employment-and-trend.html", "published_at": "2026-04-03T14:03:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06571fdc0", "title": "China - the electrostate", "url": "https://mrzepczynski.blogspot.com/2026/04/china-electrostate.html", "published_at": "2026-04-03T13:58:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3fa5dfa1", "title": "China - the electrostate", "url": "http://mrzepczynski.blogspot.com/2026/04/china-electrostate.html", "published_at": "2026-04-03T13:58:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b066473ee2", "title": "Is AI a stochastic parrot?", "url": "https://mrzepczynski.blogspot.com/2026/04/is-ai-stochastic-parrot.html", "published_at": "2026-04-03T13:52:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb3fc9427c", "title": "Is AI a stochastic parrot?", "url": "http://mrzepczynski.blogspot.com/2026/04/is-ai-stochastic-parrot.html", "published_at": "2026-04-03T13:52:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06730c606", "title": "Commodity shocks and financial markets", "url": "https://mrzepczynski.blogspot.com/2026/04/commodity-shocks-and-financial-markets.html", "published_at": "2026-04-02T13:19:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb407ed656", "title": "Commodity shocks and financial markets", "url": "http://mrzepczynski.blogspot.com/2026/04/commodity-shocks-and-financial-markets.html", "published_at": "2026-04-02T13:19:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b067641832", "title": "Reducing anxiety choice overload", "url": "https://mrzepczynski.blogspot.com/2026/04/reducing-anxiety-choice-overload.html", "published_at": "2026-04-02T12:59:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb4116e0dd", "title": "Reducing anxiety choice overload", "url": "http://mrzepczynski.blogspot.com/2026/04/reducing-anxiety-choice-overload.html", "published_at": "2026-04-02T12:59:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06782a7be", "title": "Debiasing decisions - Some simple rules to follow", "url": "https://mrzepczynski.blogspot.com/2020/02/debiasing-decisions-some-simple-rules.html", "published_at": "2026-03-30T18:20:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb41fdc45b", "title": "Debiasing decisions - Some simple rules to follow", "url": "http://mrzepczynski.blogspot.com/2020/02/debiasing-decisions-some-simple-rules.html", "published_at": "2026-03-30T18:20:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b067b56ad6", "title": "AI - all the time for business", "url": "https://mrzepczynski.blogspot.com/2026/03/ai-all-time-for-business.html", "published_at": "2026-03-30T13:34:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb426b0950", "title": "AI - all the time for business", "url": "http://mrzepczynski.blogspot.com/2026/03/ai-all-time-for-business.html", "published_at": "2026-03-30T13:34:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b068b52e00", "title": "Decision focused learning and portfolio selection", "url": "https://mrzepczynski.blogspot.com/2026/03/decision-focused-learning-and-portfolio.html", "published_at": "2026-03-30T13:25:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb42c6b2bf", "title": "Decision focused learning and portfolio selection", "url": "http://mrzepczynski.blogspot.com/2026/03/decision-focused-learning-and-portfolio.html", "published_at": "2026-03-30T13:25:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b069a3037a", "title": "Price action by Rhetoric: Trump and Oil", "url": "https://mrzepczynski.blogspot.com/2026/03/pric-e-action-by-rhetoric-trump-and-oil.html", "published_at": "2026-03-28T17:07:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb430fdd89", "title": "Price action by Rhetoric: Trump and Oil", "url": "http://mrzepczynski.blogspot.com/2026/03/pric-e-action-by-rhetoric-trump-and-oil.html", "published_at": "2026-03-28T17:07:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06a17a8d0", "title": "Dual role of prices - endogenous and exogenous events", "url": "https://mrzepczynski.blogspot.com/2026/03/dual-role-of-prices-endogenous-and.html", "published_at": "2026-03-26T15:50:00+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb43e569e4", "title": "Dual role of prices - endogenous and exogenous events", "url": "http://mrzepczynski.blogspot.com/2026/03/dual-role-of-prices-endogenous-and.html", "published_at": "2026-03-26T15:50:00+00:00" }, { "id": "01a0bbb4-74b1-7153-80db-29b06a24fd6e", "title": "Neoliberals and the fight between dominium and imperium", "url": "https://mrzepczynski.blogspot.com/2026/03/neoliberals-and-fight-between-dominium.html", "published_at": "2026-03-17T18:32:56+00:00" }, { "id": "01a0bbb4-7bc9-72e3-809e-53eb44cfdbcf", "title": "Neoliberals and the fight between dominium and imperium", "url": "http://mrzepczynski.blogspot.com/2026/03/neoliberals-and-fight-between-dominium.html", "published_at": "2026-03-17T18:32:56+00:00" } ] posts Claim your blog
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Mark Rzepczynski

mrzepczynski.blogspot.com

2026

Follow the equity risk premiumoriginal ↗
26 May 2026
Follow the equity risk premiumoriginal ↗
26 May 2026
The politics of the Fed run through Congressoriginal ↗
26 May 2026
The politics of the Fed run through Congressoriginal ↗
26 May 2026
So bonds are not the solution?original ↗
26 May 2026
So bonds are not the solution?original ↗
26 May 2026
Edmund Phelps - more than a macroeconomistoriginal ↗
24 May 2026
Edmund Phelps - more than a macroeconomistoriginal ↗
24 May 2026
Large moves in the FX marketsoriginal ↗
19 May 2026
Large moves in the FX marketsoriginal ↗
19 May 2026
Unsustained sales growth and AIoriginal ↗
17 May 2026
Unsustained sales growth and AIoriginal ↗
17 May 2026
The time series of risk shocksoriginal ↗
17 May 2026
The time series of risk shocksoriginal ↗
17 May 2026
The time series of risk regimesoriginal ↗
17 May 2026
The time series of risk regimesoriginal ↗
17 May 2026
EU Geopolitical risks - different from Anglo geopolitical riskoriginal ↗
16 May 2026
EU Geopolitical risks - different from Anglo geopolitical riskoriginal ↗
16 May 2026
Causal inference and critical statistical thinkingoriginal ↗
16 May 2026
Causal inference and critical statistical thinkingoriginal ↗
16 May 2026
Hedge fund strategy reboundoriginal ↗
16 May 2026
Hedge fund strategy reboundoriginal ↗
16 May 2026
Commodites versus stocks - Go with the real economy?original ↗
15 May 2026
Commodites versus stocks - Go with the real economy?original ↗
15 May 2026
So ends the view that inflation is tamedoriginal ↗
14 May 2026
So ends the view that inflation is tamedoriginal ↗
14 May 2026
Why nothing works - We cannot decide whether we are Hamiltonians or Jeffersoniansoriginal ↗
11 May 2026
Why nothing works - We cannot decide whether we are Hamiltonians or Jeffersoniansoriginal ↗
11 May 2026
The Doom Loop - Explaining the dollaroriginal ↗
11 May 2026
The Doom Loop - Explaining the dollaroriginal ↗
11 May 2026
What are equity markets discounting? it is not riskoriginal ↗
4 May 2026
What are equity markets discounting? it is not riskoriginal ↗
4 May 2026
Periods of Stagflation - there have always been with usoriginal ↗
4 May 2026
Periods of Stagflation - there have always been with usoriginal ↗
4 May 2026
Risk aversion index worth a lookoriginal ↗
4 May 2026
Risk aversion index worth a lookoriginal ↗
4 May 2026
Trading with signal and price impact uncertaintyoriginal ↗
25 Apr 2026
Trading with signal and price impact uncertaintyoriginal ↗
25 Apr 2026
Expectation Bias and short-term Momentumoriginal ↗
25 Apr 2026
Expectation Bias and short-term Momentumoriginal ↗
25 Apr 2026
Attention versus earnings and momentumoriginal ↗
25 Apr 2026
Attention versus earnings and momentumoriginal ↗
25 Apr 2026
Multi-agent LLM systems for profitoriginal ↗
25 Apr 2026
Multi-agent LLM systems for profitoriginal ↗
25 Apr 2026
Mimicking managers for profit? Not so fastoriginal ↗
25 Apr 2026
Mimicking managers for profit? Not so fastoriginal ↗
25 Apr 2026
The morning volatility uncertainty effectoriginal ↗
25 Apr 2026
The morning volatility uncertainty effectoriginal ↗
25 Apr 2026
Can market forecasts front run information? The answer is yesoriginal ↗
25 Apr 2026
Can market forecasts front run information? The answer is yesoriginal ↗
25 Apr 2026
Decoupling dollar and Treasury privilegeoriginal ↗
25 Apr 2026
Decoupling dollar and Treasury privilegeoriginal ↗
25 Apr 2026
Do LLMs make market more efficient? Yesoriginal ↗
25 Apr 2026
Do LLMs make market more efficient? Yesoriginal ↗
25 Apr 2026
False discovery rate in finance - Thinking out of the boxoriginal ↗
20 Apr 2026
False discovery rate in finance - Thinking out of the boxoriginal ↗
20 Apr 2026
Narrative and macro investingoriginal ↗
18 Apr 2026
Narrative and macro investingoriginal ↗
18 Apr 2026
Rationale for trend-following updatedoriginal ↗
18 Apr 2026
Rationale for trend-following updatedoriginal ↗
18 Apr 2026
Tax loss alpha is getting bigoriginal ↗
16 Apr 2026
Tax loss alpha is getting bigoriginal ↗
16 Apr 2026
Friction needs to be managedoriginal ↗
13 Apr 2026
Friction needs to be managedoriginal ↗
13 Apr 2026
Managing the hard things - there is help from Ben Horowitzoriginal ↗
13 Apr 2026
Managing the hard things - there is help from Ben Horowitzoriginal ↗
13 Apr 2026
The problem of bimodality and deep mometumoriginal ↗
12 Apr 2026
The problem of bimodality and deep mometumoriginal ↗
12 Apr 2026
Diversification and redundancy with trend-followingoriginal ↗
12 Apr 2026
Diversification and redundancy with trend-followingoriginal ↗
12 Apr 2026
Fed Up - a reread on the politics of the Fedoriginal ↗
11 Apr 2026
Fed Up - a reread on the politics of the Fedoriginal ↗
11 Apr 2026
Signal filtering for mean reversion tradingoriginal ↗
6 Apr 2026
Signal filtering for mean reversion tradingoriginal ↗
6 Apr 2026
The Investor, The Chef, and The Recipe Bookoriginal ↗
6 Apr 2026
The Investor, The Chef, and The Recipe Bookoriginal ↗
6 Apr 2026
Unified framework for anomalies - all in the past month of return behaviororiginal ↗
6 Apr 2026
Unified framework for anomalies - all in the past month of return behaviororiginal ↗
6 Apr 2026
Manufacturing employment and trendoriginal ↗
3 Apr 2026
Manufacturing employment and trendoriginal ↗
3 Apr 2026
China - the electrostateoriginal ↗
3 Apr 2026
China - the electrostateoriginal ↗
3 Apr 2026
Is AI a stochastic parrot?original ↗
3 Apr 2026
Is AI a stochastic parrot?original ↗
3 Apr 2026
Commodity shocks and financial marketsoriginal ↗
2 Apr 2026
Commodity shocks and financial marketsoriginal ↗
2 Apr 2026
Reducing anxiety choice overloadoriginal ↗
2 Apr 2026
Reducing anxiety choice overloadoriginal ↗
2 Apr 2026
Debiasing decisions - Some simple rules to followoriginal ↗
30 Mar 2026
Debiasing decisions - Some simple rules to followoriginal ↗
30 Mar 2026
AI - all the time for businessoriginal ↗
30 Mar 2026
AI - all the time for businessoriginal ↗
30 Mar 2026
Decision focused learning and portfolio selectionoriginal ↗
30 Mar 2026
Decision focused learning and portfolio selectionoriginal ↗
30 Mar 2026
Price action by Rhetoric: Trump and Oiloriginal ↗
28 Mar 2026
Price action by Rhetoric: Trump and Oiloriginal ↗
28 Mar 2026
Dual role of prices - endogenous and exogenous eventsoriginal ↗
26 Mar 2026
Dual role of prices - endogenous and exogenous eventsoriginal ↗
26 Mar 2026
Neoliberals and the fight between dominium and imperiumoriginal ↗
17 Mar 2026
Neoliberals and the fight between dominium and imperiumoriginal ↗
17 Mar 2026
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