Financial Markets recovered partially from a sharp sell-off in the first quarter. Returns in the U.S. were positive, with the S&P 500 index rising by over 3% in the second...
“When I look back on all these worries, I remember the story of the old man who said on his deathbed that he had had a lot of trouble in his life, most of which had never happened.”...
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The purpose of this memorandum is to try to elucidate some of the key current capital market trends, what is driving them, and how we are (or are not) responding to them....
Q - You seem agitated by the ultra low bond yields. Maybe you need to make a mental adjustment?
A – Yes. Whether global yields are hovering close to zero due to secular stagnation,...
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