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    Markets

    Occam’s Razor and the state of financial markets

    Fourteenth-century philosopher William of Ockham provided a great service to today’s investors seeking to understand the current state of financial markets. To crudely summarize his seminal thesis that became known later as “Occam’s Razor,” phenomena are best explained by the simplest hypothesis possible. With that principle in mind, let’s try to figure out what markets are telling us.

    August 08, 2022 | 3 min read

    Markets

    A new economic paradigm or comedy of errors?

    After a long slumber, inflation is awake and creating havoc for consumers and financial markets. The drama of the moment is amplified by the starting line from which inflation began its race higher. Since the early 1980s, the global economy mostly experienced a period of disinflation and steadily falling interest rates. Conditions were so benign that economists dubbed the period the “Great Moderation.” It was a nearly perfect setup for financial markets that seemed to gallop inexorably higher.

    July 11, 2022 | 3 min read

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