American civilization like any other is a transitory thing. But the effort to meet the challenge of the rising East may yet reinvigorate it.
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.
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.
How did we come to believe the Fed has to plunge us into recession to kill inflation?
I didn’t think it was possible, but I returned from my New York trip even more bullish.
Feeling lost, confused, and uncertain is as much a hallmark of investing as is clarity, conviction, and a sense of calm.