Yes, I give a fig... thoughts on markets from Michael Green

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Trying to Be Better (again)
Part 1 of a Polite Rejoinder to Cliff Asness
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Michael W. Green
11
Pusillanimous Powell
A dilemma awaits
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Michael W. Green
16

August 2024

A Choice to Believe
With few answers, RFK, Jr. may have swung the election. Or at least my vote.
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Michael W. Green
196
The Dispersion Diaspora
Yes, the VIX hit 65, yes it was meaningful, yes it was contained.
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Michael W. Green
18
We Have Met the Enemy And They Are US
Imagine the world of the 1920s from a European perspective against the US export juggernaut and you'll get a glimpse of China
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Michael W. Green
21
Shall We Play a Game?
What can the bear market of 2022 tell us about likely market response in a Fed cutting cycle when markets are dominated by passive?
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Michael W. Green
10

July 2024

Don't Read The Comments!
"Informed" YouTube commentary provides the excuse for a useful illustration while the increased accuracy of GDP models raises some questions
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Michael W. Green
8
Just a Little Bit Louder Now
More thoughts on inflation and rate policy supported by a new paper on inflation targeting and housing costs
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Michael W. Green
8
What was THAT?
Thursday CPI release offered glimpses of a reversal
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Michael W. Green
3
Deficits DON'T matter
Breaking down GDP into drivers raises red flags to the deficit theory of "never recession"
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Michael W. Green
30

June 2024

Causation is Not Correlation
It should be a warning sign that there's no time to talk Keith Gill
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Michael W. Green
5
French Kiss
Did Volatility in France Reveal a Credit Issue in the US?
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Michael W. Green
8
© 2024 Michael W. Green
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