Capital Flows and Asset Markets
Capital Flows and Asset Markets
AM I WRONG ABOUT BONDS?
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AM I WRONG ABOUT BONDS?

Just looking at economic data - bonds are a buy. Politics and technicals says otherwise.
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In my fiftieth year on this planet, I can confirm that old habits die hard. For years my investment process always started with macro, before I would think about anything else. And even though I “hate” bonds, even I have to admit recent macro data from the US makes me think that maybe bonds are a buy here.

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Capital Flows and Asset Markets
Capital Flows and Asset Markets
Explaining how capital flows and asset markets work