Sitemap - 2022 - The Informationist
Happy Holidays from 🧠The Informationist!
Yield Curve Inversions: The Ultimate Signal of a Coming Recession?
Narrow Money, Broad Money, and Predicting Inflation
Merkle Trees and The Simple Problem with Proof of Reserves
Is Fractional Reserve Banking Doomed?
FASB and the Bitcoin Accounting Win (Yes, It’s a Big Deal!)
😱 Informationist Halloween Edition: The Zombie Sovereign Apocalypse
LDIs and the UK Pension Meltdown
Can the Fed Prevent a Disorderly Treasury Market?
Target, Neutral, Terminal, and More: Deciphering the Fed
The Volcker Moment and Can This Fed Have One, Too?
What Happens When a Country Defaults on its Debt?
Debt Jubilees, and Why We Won’t See One for US Treasuries
What's a Debt Spiral, and is the US already in one?
Are High Yield Spreads Ignoring a Recession?
Bond Ratings vs CDS Spreads. Which Can You Trust?
The Dollar Index (DXY) and Dollar Milkshake Theory
What's an Anti-Fragmentation Tool, and How's the ECB Using It?
The Case-Shiller Index and the Health of the Housing Market
How the TED Spread Gives Us Clues of Systematic Risk
Interest Rate Parity and Implications for the Yen
Angels, Seeds and SAFEs...How Venture Funding Works!
Who's the ISM, What's the PMI, and Why Should You Care?
What Exactly Is the 'Fed Put', and (When) Can We Expect to See It Again?
Using Standard Deviations and Z-Scores to Predict the Future
Capital Structure & Claims on Assets: What Equity Investors Need to Know!
Credit Ratings, Credit Spreads, and the Path to Default
Currencies, Foreign Exchange Rates, and Is the US Dollar Too Big to Fail?
Repos, Reverse Repos, and the Mystery of the Overnight Lending Market
What Exactly is a Poison Pill, and Who Does It Really Protect?
The VIX 'Fear Index', And The Truth About Capturing Volatility!
CPI and How the Measure of Inflation is 'Inconsistent'
Yield Curves, Inversion, YCC, and how the Eurodollar fits into all this (super simplified!)
Index Funds vs. ETFs (and what exactly is the GBTC Trust)?
Credit Default Swaps and Contagion: The Simple (yes, really) Explanation
The Difference Between Correlation and Beta (yes there is one!)
The Informationist Weekly: What the Heck is Arbitrage, Anyway?