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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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Stay Cool Amid Bond Yields’ Sentiment-Driven Spike

“Evidently, bonds got tired of being called boring and decided to grab some headlines."

Fisher Investments Editorial Staff
Fisher Investments, 3 October 2023

Oil Price Shocks and Inflation

Working Paper

Lutz Kilian, Xiaoqing Zhou
Federal Reserve Bank of Dallas, Research Department, Working Paper 2312, August 2023

Demographics & long-term growth

Demographics is not destiny, but it can set parameters.

Kim Catechis, Investment Strategist, Franklin Templeton Institute
Franklin Templeton Institute, 28 July 2023

The Debt Reaper

Governments have traditionally argued that as long as debt remains manageable and serviceable without difficulty, there’s little cause for concern. While this notion holds some truth, the reality is that recent growth has largely been fueled by an insurmountable increase in debt.

Robert Burrows
M&G Investments,  Bond Vigilantes, 14 November 2023

Are US Stocks Worth the Price?

The Magnificent 7 have distorted US equity valuations

Tim Murray, Capital Markets Analyst
T. Rowe Price,  Investment Insights, November 2023

High yield maturity walls are steep, but not unclimbable

We are now 18 months into the Fed’s tightening cycle and many market participants, including us, have been surprised by the resilience of credit spreads, particularly in the high yield (HY) market where the option-adjusted spread for the Global HY index has dipped to the low 400s (bps), one of the tightest levels of post Global Financial Crisis observations.

Ana Gil
M&G Investments,  Bond Vigilantes, 9 October 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
Thinking Ahead Institute and secondary sources
Willis Towers Watson, Global Pension Assets Study 2023

Louis Jouvet: "Tu ne me demandes pas ce que contient cette lettre ?"

Pupil: "Que contient cette lettre ?"

Louis Jouvet: "Dix fautes d’orthographe, quatre fautes de syntaxe, et une protestation !"

Louis Jouvet
Louis Jouvet playing a teacher of dramatic art in the movie Entrée des Artistes, 1938

"You have a very pretty nice dress.

Björk: Oh, thank you.

Is this the correct order you wear it?

Björk: I hope not."

Björk Guðmundsdóttir
Interview on Die Harald Schmidt Show, June 2001

I feel like my old self again. Totally inadequate, completely insecure, paranoid, neurotic. It’s a pleasure!

Jason Alexander as George Costanza
Seinfeld (TV Series), The Beard, 1995