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Monthly Archives: April 2023
Worst of stock market losses come during recessions and rate cuts
A negative US 10-year minus 3-month yield spread has signalled every incoming recession of the last 60 years (grey bars below courtesy of Charlie Bilello). The current reading, at -1.67%, is the most negative ever recorded. Still, bullish hopes spring … Continue reading
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Grantham: this crisis is bigger than banks
We welcome back a very special guest, and that is billionaire and legendary investor Mr. Jeremy Grantham. I have been continuously amazed at how accurately Jeremy has been predicting future events over the last couple of years that we’ve been … Continue reading
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Taleb on Bitcoiners, venture capital Ponzi’s and plumbers
Taleb is a character, to be sure, and he offers many cogent insights in this segment. I especially resonate with the idea that, unlike sales skills, expertise comes from first-hand risk work: seeing what goes wrong and cleaning up mistakes … Continue reading
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