Even before my polling station opened today, I had the privilege of being on Bloomberg Surveillance with Gina Cervetti and Tom Keene. We talk about a wide range of issues directly and tangentially related to the US election. We discuss the outcome the market appears to be discounting. We talk about peso’s strength, which began …
Cool Video: Bloomberg Interview–Peso, Equities, Yuan Read More »
The near-term outlook for the capital markets will be driven by the results of the US election on November 8. The narrowing of the polls for the presidential contest reverberated through the markets last week. Equities continued the sell-off that began in two weeks ago. The S&P 500 failed to hold on to early gains …
In our age of disparity, it may be easy to accept that all time is not equal. Touch a hot surface; time seems to move slowly. Time doing an enjoyable activity goes by lickety-split. Another inequality of time are inflection points. These are non-linear jumps, breaks in time series or investors’ reaction function–how they respond …
Punctuated Equilibrium and the Forces of Movement Read More »