I don't understand why this Sub doesn't get more comments/commenters. Over at Simplicius The Thinker, my word 100's of comments and some of the lengthy exchanges we've had of late! But then we talk Ukraine War and all it's moving parts entails. I guess War & Geopolitics get the blood flowing more than boring old BONDS. I don't find BONDS boring, quite the contrary. Some of those 25 bps moves last wk were rather Epic and Remarkable. Sure wasn't boring when BoE was in Panic Mode last October. Folks are asking for economic resources at Simplicius, I'm spreading the word. Sub RIA for your mornings 1st take and warm up, then buckle in for a good 15 mins at least w/the Bond Beat Man. Simp's been on the top 10 growing Substacks list, maybe we can lure a few good folks over here.
Good folks over there too, but some could use your/our economic expertise!
Excellent work !!
I don't understand why this Sub doesn't get more comments/commenters. Over at Simplicius The Thinker, my word 100's of comments and some of the lengthy exchanges we've had of late! But then we talk Ukraine War and all it's moving parts entails. I guess War & Geopolitics get the blood flowing more than boring old BONDS. I don't find BONDS boring, quite the contrary. Some of those 25 bps moves last wk were rather Epic and Remarkable. Sure wasn't boring when BoE was in Panic Mode last October. Folks are asking for economic resources at Simplicius, I'm spreading the word. Sub RIA for your mornings 1st take and warm up, then buckle in for a good 15 mins at least w/the Bond Beat Man. Simp's been on the top 10 growing Substacks list, maybe we can lure a few good folks over here.
Good folks over there too, but some could use your/our economic expertise!
-AWESOME 2yr monthly!!!
-Lynn Alden discusses Fiscal Dominance at length in her recent work
-One could argue if 2yr has Peaked, then so has FFR
-Be Well!