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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: Macro

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.

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