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Mark Rzepczynski

mrzepczynski.blogspot.com

2021

Knowing what will come next in 2021 - Macro disagreementoriginal ↗
6 Jul 2021
Knowing what will come next in 2021 - Macro disagreementoriginal ↗
6 Jul 2021
Hedge funds drive Treasury market - Their behavior may create market dislocationsoriginal ↗
5 Jul 2021
Hedge funds drive Treasury market - Their behavior may create market dislocationsoriginal ↗
5 Jul 2021
Stock-bond positive return correlation a realityoriginal ↗
5 Jul 2021
Stock-bond positive return correlation a realityoriginal ↗
5 Jul 2021
Commodity traders in "The World for Sale" are still a mysteryoriginal ↗
4 Jul 2021
Commodity traders in "The World for Sale" are still a mysteryoriginal ↗
4 Jul 2021
Dispersion in central bank behavior - No one size fits alloriginal ↗
2 Jul 2021
Dispersion in central bank behavior - No one size fits alloriginal ↗
2 Jul 2021
Global real rates and the consumption/wealth ratio - Hard to figure we are headed to higher real ratesoriginal ↗
30 Jun 2021
Global real rates and the consumption/wealth ratio - Hard to figure we are headed to higher real ratesoriginal ↗
30 Jun 2021
What should be the real rate of interest - don't expect a positive value in the near-termoriginal ↗
29 Jun 2021
What should be the real rate of interest - don't expect a positive value in the near-termoriginal ↗
29 Jun 2021
Yield curve term premia for 2021 - From negative to a positive and possibly back againoriginal ↗
28 Jun 2021
Yield curve term premia for 2021 - From negative to a positive and possibly back againoriginal ↗
28 Jun 2021
Taylor Rule and rate valuation - Suggesting rates should be higheroriginal ↗
27 Jun 2021
Taylor Rule and rate valuation - Suggesting rates should be higheroriginal ↗
27 Jun 2021
Hayek and the business cycle todayoriginal ↗
27 Jun 2021
Hayek and the business cycle todayoriginal ↗
27 Jun 2021
Prices and incentives - Cannot separate the twooriginal ↗
26 Jun 2021
Prices and incentives - Cannot separate the twooriginal ↗
26 Jun 2021
Uncertainty - the gap between what we know and what we need to knoworiginal ↗
25 Jun 2021
Uncertainty - the gap between what we know and what we need to knoworiginal ↗
25 Jun 2021
Are you getting paid enough to hold corporates?original ↗
25 Jun 2021
Are you getting paid enough to hold corporates?original ↗
25 Jun 2021
Housing starts - look at the shortfall from the pandemic, a lot of catch-uporiginal ↗
22 Jun 2021
Housing starts - look at the shortfall from the pandemic, a lot of catch-uporiginal ↗
22 Jun 2021
Inventory to sales - this cannot be solved with Fed forward guidanceoriginal ↗
21 Jun 2021
Inventory to sales - this cannot be solved with Fed forward guidanceoriginal ↗
21 Jun 2021
Inflation comes in different forms - some transitory and others longer-lastingoriginal ↗
18 Jun 2021
Inflation comes in different forms - some transitory and others longer-lastingoriginal ↗
18 Jun 2021
Mapping styles in a macro world through partial correlation mapsoriginal ↗
17 Jun 2021
Mapping styles in a macro world through partial correlation mapsoriginal ↗
17 Jun 2021
Inflation and sector returns - Investors can exploit the differencesoriginal ↗
17 Jun 2021
Inflation and sector returns - Investors can exploit the differencesoriginal ↗
17 Jun 2021
Fed comments - Don't focus on dot-plots, we have this under controloriginal ↗
17 Jun 2021
Fed comments - Don't focus on dot-plots, we have this under controloriginal ↗
17 Jun 2021
Inflation, equity performance, and portfolio structureoriginal ↗
16 Jun 2021
Inflation, equity performance, and portfolio structureoriginal ↗
16 Jun 2021
Inflation surprises and the expectation catch-up in 2021original ↗
16 Jun 2021
Inflation surprises and the expectation catch-up in 2021original ↗
16 Jun 2021
PPI, CPI, and inflation portfolios - Focus on relative value can create opportunitiesoriginal ↗
15 Jun 2021
PPI, CPI, and inflation portfolios - Focus on relative value can create opportunitiesoriginal ↗
15 Jun 2021
Upside-downside capture in hedge funds - you want a high ratio of up to down captureoriginal ↗
14 Jun 2021
Upside-downside capture in hedge funds - you want a high ratio of up to down captureoriginal ↗
14 Jun 2021
To understand hedge funds, you need to better define alphaoriginal ↗
13 Jun 2021
To understand hedge funds, you need to better define alphaoriginal ↗
13 Jun 2021
New survey results suggest business inflation expectations are not well-anchoredoriginal ↗
11 Jun 2021
New survey results suggest business inflation expectations are not well-anchoredoriginal ↗
11 Jun 2021
Current inflation is a Fed choice, but businesses and consumers are becoming less tolerantoriginal ↗
10 Jun 2021
Current inflation is a Fed choice, but businesses and consumers are becoming less tolerantoriginal ↗
10 Jun 2021
Commodity prices long-term - The long decline is overoriginal ↗
9 Jun 2021
Commodity prices long-term - The long decline is overoriginal ↗
9 Jun 2021
Secondary Market Corporate Credit Facility wind down - One easy form of taperingoriginal ↗
8 Jun 2021
Secondary Market Corporate Credit Facility wind down - One easy form of taperingoriginal ↗
8 Jun 2021
Looking beyond 60/40 again, use momentum and valueoriginal ↗
7 Jun 2021
Looking beyond 60/40 again, use momentum and valueoriginal ↗
7 Jun 2021
The term machine learning is overused - Have to get specific with what techniques are usedoriginal ↗
7 Jun 2021
The term machine learning is overused - Have to get specific with what techniques are usedoriginal ↗
7 Jun 2021
China and stopping the upward pressure on copperoriginal ↗
6 Jun 2021
China and stopping the upward pressure on copperoriginal ↗
6 Jun 2021
Lumber bubble and imposition of tariffs for anti-dumping - you cannot make this stuff uporiginal ↗
6 Jun 2021
Lumber bubble and imposition of tariffs for anti-dumping - you cannot make this stuff uporiginal ↗
6 Jun 2021
Higher labor costs and "shrinkflation" - Inflation beyond the headlinesoriginal ↗
4 Jun 2021
Higher labor costs and "shrinkflation" - Inflation beyond the headlinesoriginal ↗
4 Jun 2021
Stanley Druckenmiller on exiting positionsoriginal ↗
4 Jun 2021
Stanley Druckenmiller on exiting positionsoriginal ↗
4 Jun 2021
Pandemic consumption patterns and inflation - mismeasurement of inflationoriginal ↗
3 Jun 2021
Pandemic consumption patterns and inflation - mismeasurement of inflationoriginal ↗
3 Jun 2021
Inflation dispersion increases market opportunities and tradingoriginal ↗
2 Jun 2021
Inflation dispersion increases market opportunities and tradingoriginal ↗
2 Jun 2021
Reverse repo, Fed Treasury buying, and a cash glut problemoriginal ↗
31 May 2021
Reverse repo, Fed Treasury buying, and a cash glut problemoriginal ↗
31 May 2021
Inflation effects are complex - so investors need to dig deeper into the numbersoriginal ↗
30 May 2021
Inflation effects are complex - so investors need to dig deeper into the numbersoriginal ↗
30 May 2021
Commodities - Hard to go wrong during inflation decadesoriginal ↗
29 May 2021
Commodities - Hard to go wrong during inflation decadesoriginal ↗
29 May 2021
Protection against inflation - Work with trend-followingoriginal ↗
28 May 2021
Protection against inflation - Work with trend-followingoriginal ↗
28 May 2021
Sam Zell's success in business in seven rulesoriginal ↗
24 May 2021
Sam Zell's success in business in seven rulesoriginal ↗
24 May 2021
The three D's of inflation uncertainty - Distortion, Delay, and Destructionoriginal ↗
23 May 2021
The three D's of inflation uncertainty - Distortion, Delay, and Destructionoriginal ↗
23 May 2021
Haunting the Fed in 2021: The Mistake of 1937original ↗
22 May 2021
Haunting the Fed in 2021: The Mistake of 1937original ↗
22 May 2021
Dollar index as a relative inflation money indicator - Standard model but still useful as a starting pointoriginal ↗
20 May 2021
Dollar index as a relative inflation money indicator - Standard model but still useful as a starting pointoriginal ↗
20 May 2021
Currency investing, mean-reversion of real effective exchange rates (REER), and portfolio flowsoriginal ↗
20 May 2021
Currency investing, mean-reversion of real effective exchange rates (REER), and portfolio flowsoriginal ↗
20 May 2021
G7 versus C5 - Fiscal versus monetary policy coordination a key focus for investorsoriginal ↗
19 May 2021
G7 versus C5 - Fiscal versus monetary policy coordination a key focus for investorsoriginal ↗
19 May 2021
Inflation and logistics - Potentially transitory but significantoriginal ↗
19 May 2021
Inflation and logistics - Potentially transitory but significantoriginal ↗
19 May 2021
Semiconductor inflation hysteria or something else? Follow prices, not the newsoriginal ↗
18 May 2021
Semiconductor inflation hysteria or something else? Follow prices, not the newsoriginal ↗
18 May 2021
Why value and momentum risk premia are a good combination - Different sensitivity to macro risk factorsoriginal ↗
17 May 2021
Why value and momentum risk premia are a good combination - Different sensitivity to macro risk factorsoriginal ↗
17 May 2021
New inflation and the old descriptionsoriginal ↗
16 May 2021
New inflation and the old descriptionsoriginal ↗
16 May 2021
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