Thoughts from the Frontline: Tag = "ukraine"

More on the Yield Curve and Helping Ukraine
  • April 15, 2022

More on the Yield Curve and Helping Ukraine

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.

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Change Squared
  • March 4, 2022

Change Squared

“How did you go bankrupt? Two ways. Gradually, then suddenly.”

- Ernest Hemingway, The Sun Also Rises

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