MarketMap™
Warsh refused forward guidance at Jackson Hole and named what he watches: Treasuries, the dollar, credit spreads, commodities. So should you.
Jack C Cahn
On Volatility
Volatility is the first derivative of price, and it is the condition every signal operates inside.
Cognitive Homogenization and the Contrarian Edge
Machine-written analysis is narrowing the range of published opinion, which makes the other side of the trade scarcer and better paid.
EWT, the Great Phenomenological Enterprise
Elliott Wave read as description rather than prophecy, and what it is actually good for.
Predicting the Black Swan Financial Event
The claim that the outlier is forecastable in condition even when it is not forecastable in date.
Fractals and Market Self-Similarity
Self-similarity across timeframes, why degree is the whole point, and where the idea stops being useful.
Time, the Natural Order of Things, and Cycles
Why time is the ordering principle, why change clusters at natural demarcations, and what cycles can and cannot carry.