• Now You Know | Bond Buyers Wanted

  • Oct 4 2023
  • Length: 33 mins
  • Podcast

Now You Know | Bond Buyers Wanted

  • Summary

  • Market Glue Falls Apart All At Once

    I left breadcrumbs for you, the entire time. These can all be found on this newsletter, and now sit on gh2benefits.com.

    • Stronger Dollar Sounds Great, But May Not Be

    • September Is “Suddenly” Nasty

    • Theory Alone Does Not Pay Bills

    • Mr. Market Has Given Many People A Gift

    Take A Wild Guess What I’ll Say

    r is now not only much higher, but it is unstable. The smart guys in the room can plan on a slowly, stable higher r. But higher and unstable r? Nope. Risky assets have taken note.


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