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

Home
Archive
About
Yawning at the Yield Curve
Who will be caught falling asleep at the wheel during the longest yield curve inversion in modern US history?
 • 
Aaron David Garfinkel
2

January 2024

November 2023

Delinquent Days
What else is not being paid?
 • 
Aaron David Garfinkel
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.
 • 
Aaron David Garfinkel

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.
 • 
Aaron David Garfinkel
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…
 • 
Aaron David Garfinkel
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…
 • 
Aaron David Garfinkel
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…
 • 
Aaron David Garfinkel
2

August 2023

Macro Optics
Introducing and time to wear the Macro Optics.
 • 
Aaron David Garfinkel
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…
 • 
Aaron David Garfinkel
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.
 • 
Aaron David Garfinkel
7
Is Anyone There? *Echos*
Discussing rising bankruptcies, real-life investor sentiment, and Google Search trends for hot market buzzwords.
 • 
Aaron David Garfinkel
4
© 2024 Aaron Garfinkel
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great culture