Busting market myths with rich data pictures
New York, NY
Joined October 2016
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I just published The Paradox of Data: Can Financial Services Avoid a Cambridge Analytica link.medium.com/jmMWRE79MX
#Fed frets that they need to raise Federal Funds rate to stop "inflation." But most price increases are from causes over which the Fed has little control. So Fed can stop worrying and focus on what they can control. feddashboard.com/memo-to-fed…
The real story in #Fed interest #rate increases is not #politics. It's that the Fed is fighting decades-long natural trends - causing pain for many people. feddashboard.com/memo-to-fed…
#Japan: Households shine in 2Q2018 – watch three threats to exports and households. #BOJ take notice. feddashboard.com/japan-house…
Newest #inflation report -- 3 secrets revealed. Data show why the #Fed is in a bind. feddashboard.com/newest-infl…
No, productivity is not widely weak. #investors and #Fed need to look at company dynamics & returns. #Oil & #gas industry had biggest jump. feddashboard.com/no-producti…
#Japan: Stop misreading the data. Start seeing opportunity. Time for #BOJ to shift policy feddashboard.com/japan-stop-…
Fear of #inflation -- a villain found, a circular game revealed. What the #Fed and #investors can learn. feddashboard.com/inflation-a…
#inflation is not widespread, it's concentrated by product & location. This means less control & more challenge for the #Fed. And, opportunity for investors. feddashboard.com/concentrate…
Investors, labor #productivity is not widely weak. Investors and #Fed are better off tracking ROI and business models feddashboard.com/investors-l…
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Market risk: #ROI trumps labor #productivity. #Fed can learn from business metrics feddashboard.com/labor-produ…
Market risk: labor doesn't limit economic growth like it once did -- robots have already changed us feddashboard.com/another-the…
Destructive #debt is different, like a #drug, it saps #GDP of strength feddashboard.com/destructive…
Market Risk: #Japan 's economic strength means @Bank_of_Japan_e can take the next policy step feddashboard.com/japans-econ…
#investors, to better #Forecast the #Fed, better learn the #natural #interest #rate and reality of #r* feddashboard.com/to-better-f…
Warning: "Rules of thumb" can break as with #Federalreserve Fed Funds rate feddashboard.com/fed-funds-l…
#Forecasting #inflation ? Avoid the price-#productivity trap. It's just not true. feddashboard.com/forecasting… Instead, look to #tech & trade transformation for answers.
Investors: how the #tech & #trade transformation birthed the autonomous financial sector, created #money and frustrated #federalreserve inflation-targeting feddashboard.com/investors-s…