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While any mistakes in this piece are my own, I am indebted to Rob Dugger for pointing out some of the underlying trends and historical...

Market Thoughts January 2025 As is true for most of my activities,  I am doing this Substack for me. I wish altruism were part of my...

Interview with Maggie Lake While it may sound like a joke, Harry highlights a serious opportunity—bonds with a real yield of 15%. He...

Interview with Maggie Lake The moderate pace of hiring in November is keeping hopes alive for another rate cut from the Fed, but is the...