Bounded Finance
The trend is your friend.... until you hit the boundary
Why “Bounded Finance”? Because most extrapolate the linear trend and don’t realize that everything has a limit.
Recent Blog Posts
2024 Economic and Financial Forecast
Thank you to all of those that attended the 2024 Newport Beach Chamber 2024 Economic and Financial Forecast. In summary, the economy will keep slugging along until we get some kind of shock. Most likely Read more…
Real Housing Price Peak?
One of the most interesting things in finance right now is the Real Estate market. Home prices may have bottomed, but no one is selling. It’s really not a market. Why? Affordability is awful. Worse Read more…
From Dust to Dust
The meme stock phenomenon started over two years ago now. One is gone (BBBY) and the next one is about to go – AMC. Here’s the five year chart. The stock price is now at Read more…
A Monetary Miracle
Everyone has been raving about the Japanese Stock Market this year. At first glance, it’s had a great year. Just one, small technical problem: You would have rather owned the S&P 500 this year. Why? Read more…
Either Bonds or Stocks are Spectacularly Wrong
Right now in financial markets, stocks (well at least 6 of them) are acting like there’s zero chance of a recession. The bond market is signaling there is going to be a big recession. Both Read more…
The Inflation Crash
CPI came out this morning a bit lighter than expected and it’s clear the inflation crash is in process. As I have posted many time now, this is headline CPI, CPI minus gas and used Read more…
About The Author
Christopher Schwarz, Finance Professor at the University of California, Irvine, uses his skills in data analysis and market research to share interesting and relevant findings about the economy.
His research has been published in academic journals such as the Journal of Finance, Journal of Financial Economics, Review of Financial Studies, and the Journal of Financial & Quantitative Analysis.
