Inflation: Why Now And Will Bondholders Care?
Image by StockSnap from Pixabay
As I sat down to write this month’s article, just one topic came to mind: inflation. Readers know that I just wrote on this …
Read MoreInflation Is Shortages And Thankfully Transitory
I’ve got inflation on my mind these days. Who doesn’t? The U.S. 10-year treasury yield is up nearly 3-fold in the past year, stoked …
Read MoreReframing The Risks And Opportunities In Rates
Source: Federal Reserve Bank of St. Louis, The Integrating Investor estimates
I recently contributed a guest post to Daniel Lacalle’s website. In it, I discuss the significance of this chart …
Pondering Investment Themes After The Russian Invasion
Image by linsenfutter2016 from Pixabay
So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year. Many affected industries and markets …
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