RINGING THE BELL
You know my views on the disconnect between financial asset pricing based on the crowd's recency bias of
You know my views on the disconnect between financial asset pricing based on the crowd's recency bias of
This note covers the fast-moving, wide-ranging, and wild scenarios at the intersection of macro, geopolitical, and market movements. The underlying
“Make everything as simple as possible but no simpler” Albert Einstein “Simple can be harder than complex.” Steve Jobs One
Financial assets are fundamentally priced relative to real interest rates. But we don’t confuse that with investors ignoring such
Almost half of Americans will wake up disappointed and many angry with their new President. Politically, the time for economic
The market rallied on the latest monthly US job data released on Friday. This note aims to put into context
Listening or reading anything the legendary Dr Lacy Hunt says and writes reminds me of opening an encyclopaedia of economic
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