It’s Easter weekend, so we are going to revisit a 2018 letter about the yield curve. The yield curve is much misunderstood and misused by many analysts. This letter will give you the tools to understand the correct importance and relevance of the yield curve. And then, a few comments about Ukraine.
Read moreIn the 1980s, British Prime Minister Margaret Thatcher liked to say, “There is no alternative” to her market-driven economic reform ideas. She said it so much people began abbreviating it as “TINA.”
Read moreWe’re midway through the SIC 2021, and as I expected, it’s shaping up to be the biggest and best Strategic Investment Conference I’ve ever hosted. So far, all of our presenters and panelists have given stellar performances... and attendees seem to agree with that assessment.
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