Three Scenarios After more than twenty-five years of central bank support for financial markets, in times of even moderate distress, debate currently centers on the commitment the Federal Reserve has towards arresting the surge in consumer inflation in one single policy mission…
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Three Scenarios After more than twenty-five years of central bank support for financial markets, in times of even moderate distress, debate currently…
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Thanks for reading GrahamsBenjamins Newsletter! Subscribe for free to receive new posts and support my work. When Prices Change, but Relativities Do Not…
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A Classic is Always a Classic “In my nearly 50 years of experience in Wall Street I’ve found that I know less and less about what the stock market is…
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A Pivotal Problem for Central Banks We have commented in previous notes about the understated importance of the trend in bond yields in the post-2008…
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Rationality “Being rational is a moral imperative. You should never be stupider than you need to be.” Charlie Munger It is relatively easy to describe…
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The Line of Best Fit Like any analysis, regression analysis has strengths and weaknesses in its predictive power. While being easy to understand and…
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Playing Investment Offense in a Defensive World For the past 25 years, the investment world has lived life under a succession of Fed Chairman “puts…
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