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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 environment for asset prices and monetary policy alike. Lower highs and lower lows in official interest rates were effective…
Grahams Benjamins
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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…
Grahams Benjamins
14
The Line of Best Fit Like any analysis, regression analysis has strengths and weaknesses in its predictive power. While being easy to understand and…
Grahams Benjamins
15
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…
grahamsbenjamins
18
The Problem with Bonds The bond markets of most western democracies have encountered significant inflationary headwinds in 2022 brought on by nascent…
grahamsbenjamins
2
The Problem with Bonds The bond markets of most western democracies have encountered significant inflationary headwinds in 2022 brought on by nascent…
grahamsbenjamins
3
Linkages and Sequences Linkage: “A factor or relationship that ties one thing to another” Sequence: “The following of one thing after another…
grahamsbenjamins
4
Grahams Benjamins Discontinuity “We know from chaos theory that even if you had a perfect model of the world, you’d need infinite precision in order to…
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GrahamsBenjamins Newsletter

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