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Monthly Archives: June 2024
Lags demand respect
The US 10-2yr Treasury yield curve has been inverted (two-year yields higher than ten-year) for 23 months since July 2022. An inversion in this spread has preceded the onset of every recession in the last 50 years by an average … Continue reading
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Mindless capital allocation leads to bad investment outcomes
Mindless capital allocation leads to wasted resources and bad investment outcomes. We’ve just come through a decade of some of the dumbest financial choices in history–that’s been very expensive. In the midst of a housing supply crisis, thousands of condos … Continue reading
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Recession impacts on employment and financial markets
Ted Oakley interviews Danielle DiMartino Booth on recession, interest rates, and markets.Here is a direct video link.
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