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Bells and Tails
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Bells and Tails

A place where I document my thoughts on finance and economics.

Category: Fixed Income

Posted on June 10, 2023June 11, 2023

It’s the cash flows AND the discount rates: the lackluster performance of real return bonds

Posted on May 7, 2023June 24, 2023

Is risk headed to private debt? Reflections in the aftermath of SVB and First Republic.

Posted on March 22, 2023March 7, 2024

Private equity, leverage and valuations

Posted on December 30, 2022

Alpha in private debt

Posted on December 16, 2022

Thinking about systematic macro for the first time

Posted on November 26, 2022November 26, 2022

Momentum in corporate bonds works….but only in non investment grades?

Posted on June 27, 2022July 10, 2023

From fixed income to low beta: reflections on portfolio allocation (1/2)

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