top of page
When is Money Supply an Effective Predictor of Equities?
By: Ari Gordon
Â
Money Supply & Equities: Stock vs. Flow
By: Ari Gordon
Â
Money Supply
By: Ari Gordon
Â
Tariffs
An unfortunate policy of the past few years was the unilateral imposition of tariffs, on friend as well as foe, in a seemingly haphazard...
Â
Is the Phillips Curve Dead?
Generations of economics students have been inculcated with the Phillips Curve trade-off between increased inflation and lower...
Â


ITY / SPY Ratio
It is a well-known fact that late in a business cycle, one may start to see important divergences between different sectors of the stock...
Â


Where the Rhythm Lies
For the umpteenth time in the 10-year old bull market from 2009, the S&P opened higher on a gap this morning, and then promptly traded...
Â


SOX Index Disconnect
The SOX Semiconductor Index is touching new highs today, while industry experts continue to point to an actual glut of semiconductor...
Â
bottom of page
