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Jeffrey Snider
Eurodollar University, 10 December 2022
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Peter van der Welle, Strategist SMAS
Robeco, Monthly Outlook, 08 March 2022
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Henry Maxey, Chief Investment Officer
Ruffer, The Ruffer Review, 28 February 2022
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Tony Coniaris, Portfolio Manager
Harris Associates, September 5, 2019
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Mark Robertson
Aviva Investors,  30 September 2019
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Dr. Brian Taylor
Global Financial Data, Aug 14 2019
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US CPI and the Rate Cut Debate

Stocks already showed they don’t need rate cuts.

Fisher Investments Editorial Staff
Fisher Investments, March 12, 2024

The Worst Global Bond Bear Market in History Ended in 2023

2021 and 2022 were among the worst years for fixed-income investors in developed markets in world history.

Dr. Bryan Taylor, Chief Economist, Global Financial Data
Global Financial Data, January 31, 2024

100 Days of Milei

Javier Milei, Argentina’s newly elected president, shares similarities with Roosevelt in that he has inherited, to put it mildly, a struggling economy, and has begun attempting to implement reforms in very quick order.

Michael Talbot
M&G Investments,  Bond Vigilantes, 19 March 2024

The case for value

Reasonable valuations could provide an upside surprise

Tim Murray, Capital Markets Strategist, Multi‑Asset Division
T. Rowe Price,  March 2024

Japan, the steep climb that’s about to flatten out

The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.

Robert Burrows
M&G Investments,  Bond Vigilantes, 1 February 2024
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Some people think of the glass as half full, some people think of the glass as half empty, I think of the glass as too big!"

George Carlin
The Tonight Show Starring Johnny Carson, George Carlin makes his 105th and final appearance, May 13, 1992

Everyone has a plan until they get punched in the face."

Mike Tyson
... being asked if he was worried about his opponent's fight plan, 1987

Do you consider yourself a disciplined guy, do you get up every day and work?"

Oh, I try to get up every day!“

Jimi Hendrix interview by Dick Cavett
Jimi Hendrix Talks Life as a Young Musician, The Dick Cavett Show, 1969