Blog
The Fed…the UK, Trump and Biden
The US Federal Reserve and Interest Rates...
After 2 decades…
July 12, 2024/by StephenAfter 2 decades…
Speed is not the solution to Generative AI
What is it about human thought and creativity that cannot be…
June 28, 2024/by StephenElon “MAC” Musk
One of the profound results from Neo-Classical price theory is…
April 1, 2024/by StephenAI: A statistics package in the hands of monkeys
There are two ways to approach an empirical question.
1. Formulate…
March 29, 2024/by Stephen1. Formulate…
Sovereign reserves and the USD
Many market observers have noted that holdings of US Government…
December 11, 2023/by StephenHalf-time for ChatGPT’s 15 minutes of fame
I was drinking with an academic friend last week and the discussion…
June 28, 2023/by StephenCredit Suisse was no big threat
Why is everyone else nodding and I am shaking my head at the…
March 21, 2023/by StephenSilicon Voodoo Bank and the managed funds industry
So what is the big deal with the failure of SVB? The story…
March 15, 2023/by StephenRespect age (of the system)
When the missionaries arrived at Aitape in Papua at the turn…
November 18, 2022/by StephenWhat happened to the cow?
In the classic fairytale Jack and the Beanstalk, Jack is charged…
November 15, 2022/by StephenSpurious Fed policy
A lower than expected CPI result of +0.4% for October in the…
November 11, 2022/by StephenALM, LDI and CSA spells trouble for the BOE
I cannot remember the number of times I walked into meetings…
October 12, 2022/by Stephen