American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
SLACK
Community Wisdom: Long Opposites, Short Harvests, Long Beatings, Short Aging, and Short Reason
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
BONDS
Time to buy bonds
We wouldn’t be surprised to see the 10-year yield range-bound between 1.5 percent and 3.5 percent for the rest of the decade.
SLACK
Community Wisdom: Short Naval, Long Fear, Long Patience, Short Conflict
We continue the conversation daily in our members-only Slack group. Here’s a summary of the most helpful insights gained from the community last month.
ECONOMY
Inflation-schmation
How did we come to believe the Fed has to plunge us into recession to kill inflation?
EVENT
Notes from New York
I didn’t think it was possible, but I returned from my New York trip even more bullish.
STOCKS
Confusion of confusions
Feeling lost, confused, and uncertain is as much a hallmark of investing as is clarity, conviction, and a sense of calm.
