Stocks already showed they don’t need rate cuts.
2021 and 2022 were among the worst years for fixed-income investors in developed markets in world history.
Javier Milei, Argentina’s newly elected president, shares similarities with Roosevelt in that he has inherited, to put it mildly, a struggling economy, and has begun attempting to implement reforms in very quick order.
Reasonable valuations could provide an upside surprise
The yield curve in Japan is reaching intriguing levels. The Bank of Japan (BoJ) has remained resolute, maintaining an ultra-accommodative monetary policy in a world aggressively hiking interest rates to stem inflation.
For institutional investors only
Some people think of the glass as half full, some people think of the glass as half empty, I think of the glass as too big!"
Everyone has a plan until they get punched in the face."
Do you consider yourself a disciplined guy, do you get up every day and work?"
Oh, I try to get up every day!“