436 Articles 0 Followers
30 Apr 2023 1 minute read 0 comments fmiren
What is the repo market? And why it's the backbone of the financial system? The repo market is the heart of the financial system. It is the market where cash that financial institutions have and Treasury securities meet. Large financial institutions,...
29 Apr 2023 3 minute read 0 comments Todd Mei PhD
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...
26 Apr 2023 4 minute read 0 comments fmiren
Monetary policy 101 Debt-deflation dynamics FED’s actions during the GFC FED’s policy response to the 2007–2008 crisis proved to be effective. (Here we don’t discuss the long-term consequences of FED’s policy which can be debated). If Bernanke wa...
22 Apr 2023 2 minute read 1 comment Todd Mei PhD
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...
22 Apr 2023 2 minute read 0 comments fmiren
Bonds and the business cycle Fixed income securities Bond yields have a high and low point throughout business cycles. The best time to be invested in bonds is when long-term yields are at their cycle high because there’s an inverse relationship...
21 Apr 2023 7 minute read 0 comments fmiren
Patterns of financial crises In light of the recent fears of recession I decided to summarize one of the best books on crises, “This time is different” by C. Reinhart & K. Rogoff. The book describes financial and economic crises since 1300 up to...
19 Apr 2023 2 minute read 0 comments fmiren
Profits cycle Corporate profits tend to grow in line with nominal GDP. However, the relationship between the growth rates of profits and nominal GDP is not the same across all period. During some periods, such as the late 1990s and early 2000s,...
16 Apr 2023 2 minute read 0 comments fmiren
Convergent and divergent risk taking Trading strategies can be divided into two categories based on their return streams: convergent and divergent. These two different mindsets affect our risk-taking behaviour differently. Risk takers who think t...
15 Apr 2023 3 minute read 1 comment Todd Mei PhD
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...
9 Apr 2023 5 minute read 0 comments fmiren
Mettalex is a decentralized exchange bringing commodity markets to DeFi. Mettalex will help holders of physical assets hedge their price risk, and speculators take leveraged positions in the otherwise illiquid markets. Oother beneficiaries of the e...
