Market Glue Falls Apart All At Once
I left breadcrumbs for you, the entire time. These can all be found on this newsletter, and now sit on gh2benefits.com.
- Stronger Dollar Sounds Great, But May Not Be
- September Is “Suddenly” Nasty
- Theory Alone Does Not Pay Bills
- Mr. Market Has Given Many People A Gift
Take A Wild Guess What I’ll Say
r is now not only much higher, but it is unstable. The smart guys in the room can plan on a slowly, stable higher r. But higher and unstable r? Nope. Risky assets have taken note.