Take A Breath.....Annnnnd Think, Weekend Reading

Happy New Year 2025!

Three Themes for the New Year: Understanding Envy in the Modern World - Authenticity - Valuing Family and Community

Jan 5 • 

Aaron David Garfinkel

3

1

May 2024

Yawning at the Yield Curve

Who will be caught falling asleep at the wheel during the longest yield curve inversion in modern US history?

May 5, 2024 • 

Aaron David Garfinkel

4

2

January 2024

Happy New Year 2024!

Discussing history, cultural attributes, and generational defining moments while ruminating about the world over the past few years.

Jan 6, 2024 • 

Aaron David Garfinkel

1

November 2023

Delinquent Days

What else is not being paid?

Nov 19, 2023 • 

Aaron David Garfinkel

3

2

Deflationary Dynamics

No, I am not talking about the US markets directly. Do not call me a "Doomer". Today we discuss empirical data across the globe.

Nov 12, 2023 • 

Aaron David Garfinkel

2

October 2023

Relevant Randomness

“We are far too willing to reject the belief that much of what we see in life is random.”- Daniel Kahneman.

Oct 13, 2023 • 

Aaron David Garfinkel

4

2

September 2023

The Fearful Fed?

"They’d rather go along with something that will tarnish their legacy than raise their voice ever so slightly and risk standing alone or apart for even…

Sep 15, 2023 • 

Aaron David Garfinkel

3

4

Game Theory

Let's discuss decision-making and how the recent re-acceleration of inflation is a significant external factor that influences a powerful individual…

Sep 10, 2023 • 

Aaron David Garfinkel

1

1

Pavlovian Response

The reaction to any weakness or dovish sentiment from the Fed results in the immediate purchase of assets, and inherently re-inflates asset/ commodity…

Sep 1, 2023 • 

Aaron David Garfinkel

4

2

August 2023

Macro Optics

Introducing and time to wear the Macro Optics.

Aug 25, 2023 • 

Aaron David Garfinkel

2

2

High Standards

Senior Loan Officer Opinion Survey indicates tighter credit conditions and weaker loan demand. I will also discuss Estate and an example that I have…

Aug 4, 2023 • 

Aaron David Garfinkel

3

2

July 2023

Party On, Wayne!

Partyyyyyyy onnnnn says the media and market. We will highlight and discuss present risks that are empirical data points.

Jul 28, 2023 • 

Aaron David Garfinkel

6

7