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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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The Death of Alexander the Great

After his death, the military fought for control over the land Alexander had conquered and this, combined with the silver Alexander had brought from the Middle East, led to one of the first inflations in history.

Dr. Bryan Taylor, Chief Economist
Global Financial Data, August 7, 2023

Three Colliding Macro Trends

It’s ironic that I had planned this column a couple days ago and started writing it yesterday…because the very concerns I talk about below are behind the overnight news that Fitch is lowering its long-term debt rating for US government bonds one notch to AA+. That matches S&P’s rating (Moody’s is still at Aaa).

Michael Ashton, CFA, Managing Principal
Enduring Investments, August 2, 2023

Emerging Markets—Dancing to Their Own Beat

Central banks set to kick off easing cycles as inflation cools

Chris Kushlis
T. Rowe Price,  September 2023

UK Government debt interest payments set to weigh heavy

The current state of UK Government Debt as of 2023 is circa £2.5 trillion, which is 100% of GDP and equates to £38,000 per person.

Robert Burrows
M&G Investments,  Bond Vigilantes, 18 August 2023

The Rising Cost of Capital: Bond Implication

Time to rethink fixed income portfolio

Arif Husain, Head of International Fixed Income
T. Rowe Price,  August 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