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fixed income

Boring is the new black

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Where do you go to fine respite in uncertain times? Value (and stores of value). Yes utilities, copper-mining and government-bonds are not-sexy investments, but they will rule for the next decade. In the above graph, inflation is represented by the… Read More »Boring is the new black

Recession in 18 mo’s?

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22-Sep’22: RECESSION IN 2023Q4? The 2y-10y Treasury Curve has inverted to a notable -51bp. Historically the spread never remains negative for long, and expecting the inevitable reversion to normal, VALUE Equities and FIXED INCOME are advisable, just as soon the… Read More »Recession in 18 mo’s?