In The Illusion of Knowledge (September 2022), I railed against macro forecasting, which in our profession mostly concerns the next year or two. And in I Beg to Differ (July 2022), I discussed the questions I was asked most frequently at Oaktree’s June 21 conference in London: How bad will inflation get? How much will the Fed raise interest rates to fight it? Will…
OVERVIEW Following on our series that was produced this year called “The Book of Great,” which discussed 10 separate...
Show Me the Money! 2020 was all about beta and understanding how equity markets trade in and around a...
We only know what we know! In the future, we’ll know more through experiences or dedicated educational exercises, or...
While Defensives are the clear leader, most investors aren’t there, leaving more upside potential as earnings cuts begin. Counter-trend...
With the Fed’s pivot now well understood and appreciated, investor attention now turns to growth which is slowing faster...
In January, the “inventor” of the yield-curve indicator—Campbell Harvey of Duke University—suggested that the inversion of the 10Y/3M spread...
On behalf of Finom Group, we want to wish everyone a happy and healthy holiday weekend. As mentioned in...
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