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mehabe
Market beating performance, Analysis and Opinions
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market
technology
Page 83
technology
market
Realized volatility v VIX futures #ES_F
Mehabe
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February 12, 2021
0
market
#ES_F Shared this with one of my clients.
Mehabe
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February 11, 2021
0
market
Fiscal stimulus equivalent to 7.5 years of nominal gdp growth.
Mehabe
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February 11, 2021
0
market
Commodities, Services Inflation
Mehabe
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February 10, 2021
0
market
When we model CPI, the greatest sensitivity is to the inertia of CPI.
Mehabe
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February 10, 2021
0
market
Without addressing the fundamental issues that clearly broke within the system plumbing, or changing
Mehabe
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February 10, 2021
0
market
Contribution to CPI
Mehabe
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February 10, 2021
0
market
Perhaps mkt participants are focused on the wrong horse. Housing relative importance in CPI = 42.4%
Mehabe
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February 10, 2021
0
market
Sensitivity of Nominal GDP to nominal rate changes and nominal debt-load through time. The Rs for t
Mehabe
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February 10, 2021
0
market
Are inflation expectations long of narrative & short of math? May not matter…
Mehabe
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February 8, 2021
0
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