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Mark Rzepczynski

mrzepczynski.blogspot.com

2020

It's not the liquidity, It's the plumbingoriginal ↗
4 Jan 2020
It's not the liquidity, It's the plumbingoriginal ↗
4 Jan 2020
When inflation is in a corridor, leverage and yield reaching increasesoriginal ↗
3 Jan 2020
When inflation is in a corridor, leverage and yield reaching increasesoriginal ↗
3 Jan 2020
Show caution and focus on the negative, but there is a costoriginal ↗
2 Jan 2020
Show caution and focus on the negative, but there is a costoriginal ↗
2 Jan 2020
All markets did well on an absolute basis in 2019original ↗
1 Jan 2020
All markets did well on an absolute basis in 2019original ↗
1 Jan 2020

2019

The year-end outlooks - common narratives but unknown catalystsoriginal ↗
31 Dec 2019
The year-end outlooks - common narratives but unknown catalystsoriginal ↗
31 Dec 2019
Gradualism not sudden change is good for marketsoriginal ↗
30 Dec 2019
Gradualism not sudden change is good for marketsoriginal ↗
30 Dec 2019
What financial forecasters can learn from weathermenoriginal ↗
27 Dec 2019
What financial forecasters can learn from weathermenoriginal ↗
27 Dec 2019
Bob Rubin and principles of decision-makingoriginal ↗
26 Dec 2019
Bob Rubin and principles of decision-makingoriginal ↗
26 Dec 2019
Stocks lead bonds and that is helpful for allocation decisionsoriginal ↗
23 Dec 2019
Stocks lead bonds and that is helpful for allocation decisionsoriginal ↗
23 Dec 2019
Dividend yield - Carry the day over Treasuries?original ↗
22 Dec 2019
Dividend yield - Carry the day over Treasuries?original ↗
22 Dec 2019
Hedge funds seem to be afraid of taking risks - What should investors do?original ↗
22 Dec 2019
Hedge funds seem to be afraid of taking risks - What should investors do?original ↗
22 Dec 2019
Everything cannot do well all of the time - A 2020 themeoriginal ↗
21 Dec 2019
Everything cannot do well all of the time - A 2020 themeoriginal ↗
21 Dec 2019
No longer just "don't fight the Fed" but "live by the Fed"original ↗
19 Dec 2019
No longer just "don't fight the Fed" but "live by the Fed"original ↗
19 Dec 2019
Active fixed income - Just overexposing to credit risk versus a benchmarkoriginal ↗
18 Dec 2019
Active fixed income - Just overexposing to credit risk versus a benchmarkoriginal ↗
18 Dec 2019
Use the BlackRock Geopolitical Risk Index as a substitute for year-end reviewsoriginal ↗
15 Dec 2019
Use the BlackRock Geopolitical Risk Index as a substitute for year-end reviewsoriginal ↗
15 Dec 2019
The utter failure of Fed SEP forecasts - Follow what they do, not what they forecastoriginal ↗
14 Dec 2019
The utter failure of Fed SEP forecasts - Follow what they do, not what they forecastoriginal ↗
14 Dec 2019
What is going on with equity ARP? Just a poor period or something moreoriginal ↗
13 Dec 2019
What is going on with equity ARP? Just a poor period or something moreoriginal ↗
13 Dec 2019
Lagarde - First lesson of central banking - Do not provide clarityoriginal ↗
12 Dec 2019
Lagarde - First lesson of central banking - Do not provide clarityoriginal ↗
12 Dec 2019
Inflation is a global issue, but what if globalization reverses?original ↗
12 Dec 2019
Inflation is a global issue, but what if globalization reverses?original ↗
12 Dec 2019
Diversification - You need "intelligent supervision"original ↗
11 Dec 2019
Diversification - You need "intelligent supervision"original ↗
11 Dec 2019
Paul Volcker dies - The champion of monetary pragmatismoriginal ↗
10 Dec 2019
Paul Volcker dies - The champion of monetary pragmatismoriginal ↗
10 Dec 2019
Things to think about in corporate debt - Tax changes beyond the rateoriginal ↗
7 Dec 2019
Things to think about in corporate debt - Tax changes beyond the rateoriginal ↗
7 Dec 2019
Bank regulation getting better, but will it be enough?original ↗
6 Dec 2019
Bank regulation getting better, but will it be enough?original ↗
6 Dec 2019
Factor investing kept simple - Forget the shorts and focus on the hedged longsoriginal ↗
3 Dec 2019
Factor investing kept simple - Forget the shorts and focus on the hedged longsoriginal ↗
3 Dec 2019
The Asian life insurance problem - Who holds the debt mattersoriginal ↗
2 Dec 2019
The Asian life insurance problem - Who holds the debt mattersoriginal ↗
2 Dec 2019
Corporate bond investors - Good returns for 2019 but can they be sustained?original ↗
2 Dec 2019
Corporate bond investors - Good returns for 2019 but can they be sustained?original ↗
2 Dec 2019
Momentum plus - Control volatility or other factors and risk-adjusted returns are improvedoriginal ↗
2 Dec 2019
Momentum plus - Control volatility or other factors and risk-adjusted returns are improvedoriginal ↗
2 Dec 2019
Corporate spread risk rising - Technicals following troubling fundamentalsoriginal ↗
1 Dec 2019
Corporate spread risk rising - Technicals following troubling fundamentalsoriginal ↗
1 Dec 2019
Times series (Fama-French) or firm characteristics for measuring factor risks - Look at the firm characteristicsoriginal ↗
30 Nov 2019
Times series (Fama-French) or firm characteristics for measuring factor risks - Look at the firm characteristicsoriginal ↗
30 Nov 2019
Yield curve inversions do not tell us anything stock market returnsoriginal ↗
28 Nov 2019
Yield curve inversions do not tell us anything stock market returnsoriginal ↗
28 Nov 2019
Fiscal policy in current account surplus countries will spillover to deficit countriesoriginal ↗
27 Nov 2019
Fiscal policy in current account surplus countries will spillover to deficit countriesoriginal ↗
27 Nov 2019
DM and EM equity market differences and commonalityoriginal ↗
27 Nov 2019
DM and EM equity market differences and commonalityoriginal ↗
27 Nov 2019
Market Efficiency and Hard Thinking -original ↗
26 Nov 2019
Market Efficiency and Hard Thinking -original ↗
26 Nov 2019
A simple five-point investment framework checklistoriginal ↗
25 Nov 2019
A simple five-point investment framework checklistoriginal ↗
25 Nov 2019
Corporate spreads opportunities - Spikes and reversalsoriginal ↗
25 Nov 2019
Corporate spreads opportunities - Spikes and reversalsoriginal ↗
25 Nov 2019
A framework for AI decision modelingoriginal ↗
23 Nov 2019
A framework for AI decision modelingoriginal ↗
23 Nov 2019
The "recourse against bad ideas"original ↗
22 Nov 2019
The "recourse against bad ideas"original ↗
22 Nov 2019
EY 2019 Global Alternative Fund Survey - Mature firms have grown-up issuesoriginal ↗
21 Nov 2019
EY 2019 Global Alternative Fund Survey - Mature firms have grown-up issuesoriginal ↗
21 Nov 2019
The drivers of equity return by decade - The winner for this decade: earnings growthoriginal ↗
20 Nov 2019
The drivers of equity return by decade - The winner for this decade: earnings growthoriginal ↗
20 Nov 2019
"Kind" versus "wicked" learning environment - Financial markets are not kindoriginal ↗
19 Nov 2019
"Kind" versus "wicked" learning environment - Financial markets are not kindoriginal ↗
19 Nov 2019
Fixed and credit carry ARP have performed well in 2019 given curve movesoriginal ↗
18 Nov 2019
Fixed and credit carry ARP have performed well in 2019 given curve movesoriginal ↗
18 Nov 2019
Chicago Fed BBKI indicators of economic growth signal confusionoriginal ↗
18 Nov 2019
Chicago Fed BBKI indicators of economic growth signal confusionoriginal ↗
18 Nov 2019
Equity multi-factor long-short style factors - When will the odd performance return to normal?original ↗
17 Nov 2019
Equity multi-factor long-short style factors - When will the odd performance return to normal?original ↗
17 Nov 2019
Picking the wrong measure for value or growth is costlyoriginal ↗
15 Nov 2019
Picking the wrong measure for value or growth is costlyoriginal ↗
15 Nov 2019
Philly ADS Business Conditions Index explains some of the big bond moveoriginal ↗
14 Nov 2019
Philly ADS Business Conditions Index explains some of the big bond moveoriginal ↗
14 Nov 2019
Currency trading reaching all-time highs - Follow this asset classoriginal ↗
13 Nov 2019
Currency trading reaching all-time highs - Follow this asset classoriginal ↗
13 Nov 2019
The problem of distraction and overload - Filter the noise and stay focusedoriginal ↗
12 Nov 2019
The problem of distraction and overload - Filter the noise and stay focusedoriginal ↗
12 Nov 2019
KKR survey on returns - Expectations are lower for next five yearsoriginal ↗
11 Nov 2019
KKR survey on returns - Expectations are lower for next five yearsoriginal ↗
11 Nov 2019
Those inflation expectations stay loworiginal ↗
11 Nov 2019
Those inflation expectations stay loworiginal ↗
11 Nov 2019
Factor-based investing across the business cycle - There are defined patternsoriginal ↗
9 Nov 2019
Factor-based investing across the business cycle - There are defined patternsoriginal ↗
9 Nov 2019
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