Take A Breath.....Annnnnd Think, Weekend Reading
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
Happy New Year 2025!
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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
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Aaron David Garfinkel
4
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Take A Breath.....Annnnnd Think, Weekend Reading
Yawning at the Yield Curve
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
Happy New Year 2024!
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November 2023
Delinquent Days
What else is not being paid?
Nov 19, 2023
•
Aaron David Garfinkel
3
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Take A Breath.....Annnnnd Think, Weekend Reading
Delinquent Days
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
Deflationary Dynamics
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
Relevant Randomness
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
The Fearful Fed?
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
Game Theory
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
Pavlovian Response
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August 2023
Macro Optics
Introducing and time to wear the Macro Optics.
Aug 25, 2023
•
Aaron David Garfinkel
2
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Take A Breath.....Annnnnd Think, Weekend Reading
Macro Optics
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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
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Aaron David Garfinkel
3
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Take A Breath.....Annnnnd Think, Weekend Reading
High Standards
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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
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Take A Breath.....Annnnnd Think, Weekend Reading
Party On, Wayne!
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