Never Go Full Degen

Speedman: In a weird way, I had to sort of just free myself up to believe that it was okay to be stupid or dumb. Lazarus: To be a moron. Speedman: Yeah. Lazarus: To be moronical. Speedman: Exactly, to be a moron. Lazarus: An imbecile. Speedman: Yeah. Lazarus: Like the...

The Market in Pictures, January 24

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   Joseph: The US...

Around the Bond Market: January 2025

Progress on the Debt to GDP Ratios… Kinda   The CBO, a non-partisan budget agency, updated its forecasts for the U.S. budget deficits for the next 10 years. The report showed a slightly improved fiscal picture compared to its previous outlook published back in June...

The Market in Pictures, January 17

Our team looks at a lot of research throughout the day. Here are a handful that we think are contributing to investor activity , from rate expectations to growth drivers to government spending and comparisons of foreign markets to ours. Enjoy!   Joseph: The rate of...
How Do You Define Safe?

How Do You Define Safe?

Brian wrote a recent post that’s relevant to this month’s writeup. It’s worth a few minutes of your time as it provides perspective around how you should think about investing your hard earned money: The Lost Century in Bonds. Volatility is not risk, and the...