#Bonds

There’s something strange going on in China’s fiscal accounts. Net bond issuance has run well ahead of the deficit. It seems that policymakers changed their minds in July about the
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“Heavy water” is just like normal water except -as you might guess- it’s a little heavier. It’s expensive to produce and difficult to come by, but I have this incredible
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The attacks on #CERB (yesterday in @financialpost, and lots more since it started) only underscore the myopia economics of the writers and publishers. Stop and think about it: this money
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Finished my Pandora Hearts reread and I am happy to have experienced this story again after all this time. My thoughts on it haven't changed that much aside from liking
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Is Bitcoin actually a negative yielding bond (with defined supply), just without a sovereign?Another thread guaranteed to make me wildly popular on the interwebs.1/ One of the curious things about
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From 1960 to 1980 --> Inflation increased from 2% to 13%.From 1980 to 2000 --> Inflation dropped from 13% back to 2%.Inflation cycles are much longer and it creeps in
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1) Friend used to trade European government bonds. His colleague the desk was the son of Mario Draghi (ex-ECB President), trading interest rate swaps. Yes - he was market making
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GS Tactical Fund Flows 2021 - some interesting tidbits:We are set up to see a massive wave of inflows [in 2021]. The “January Effect” will be exceptionally strong this year.
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A few lessons I’ve learned in 2020:1) Money is freedom2) Your mindset is your reality3) Diversification will save your ass4) The media and government is a joke5) Life rewards mastery*A
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1/6Good article on the real meaning of Chinese GDP growth figures. The article correctly points out that income inequality in China is extremely high, comparable to levels in the most
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“Hey coach, I’ve been working with (really great coach that I respect) and I don’t think it’s working. Your stuff is cool, I’d like to start training with you.”Call me
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To those on the outside, Mardi Gras in New Orleans is just a bunch of hedonistic drunken debauchery. And there is a place for that in Mardi Gras. For those
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In the story of Naruto an ongoing theme is highlighting innate human hypocrisy and duality. As humans, we thrive for conflict but advocate for peace. Either its through competition, greed
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A thread (1/21)Let's talk about the "deficit" that isn't. The conventional way to talk about the government's fiscal position is to look at the difference between how much money the
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Being privileged enough to be behind the scenes in the Nigerian industry, I can guarantee you that Erica is not the regular housemate. I have heard so many discussions from
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As my southern grandmother would have said, "What in tarnation?!"Below is a list of my favorite charts demonstrating the US stock market is bubbly, bubbly, bubbly...You may not agree, but
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