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Wealth 101
September 18, 2025
Miran’s Dot And The Dovish Mirage
The median dot looks dovish—until you see the dispersion. Here’s the truth.
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September 17, 2025
Buy The Rumor. Meet The Fed.
Markets want 25 bps. Tariffs and jobs complicate it. Here’s how today’s dots could drive the tape.
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September 16, 2025
Gold, Real Yields, and the Dollar–No Magic, Just Math
Econometrics meets gold: a simple model with powerful insight.
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September 15, 2025
The Politics of Sentiment: Red vs. Blue Confidence Gaps
Sentiment is sliding—can a Fed rate cut turn the mood?
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September 12, 2025
When the Yield Curve Plays Teeter-Totter
Yield curves don’t lie—until they do. What this week’s strange flattening is signaling.
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September 11, 2025
Stop Chasing Numbers–Start Understanding Them
A closer look at CPI, sticky services inflation, and why the Fed may be powerless against insurance-driven price hikes.
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