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Monthly Archives: January 2022
Grantham: asset super bubbles imploding, prices heading down to mean
We interrupt the mayhem in global asset markets for some rare and valuable context, see Jeremy Grantham doubles down on crash call, says sell-off has started: In a note posted Thursday, Grantham, the co-founder of Boston asset manager GMO, describes … Continue reading
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Hoisington Q4 2021 Review and Outlook
Hoisington Investment Management’s fourth-quarter 2021 Review and Outlook is now available on their website here. Always worth a mull. Bottom line: Global growth is slowing in 2022 under record debt, poor demographics, negative real yields and wages that undermine … Continue reading
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Rate expectations higher than asset markets can bear
Since December, a global jump in rate hiking expectations has caused bonds to sell-off. Both U.S and Canadian ten-year treasury yields are above 1.87 this morning, the highest since before the pandemic began in 2019. The 30-year U.S. Treasury yield … Continue reading
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