10 Comments
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Dave A's avatar

Really appreciate how well you put that together, great education thanks a bunch.

Miguel da Fonseca's avatar

Probably your weekly 50in50 write-up that taught me the most so far. Thank you!

Minooddy's avatar

So accurate!

Max Vincent's avatar

Excellent essay! And with all due respect, the quadrant OG is Harry Browne.

Max Vincent's avatar

He worked on a portfolio based on the +/- growth/inflation paradigm in the 80s and finally made it explicit in a 1987 book "Why the best-laid investment plans usually go wrong."

AmarilloRed's avatar

Great letter this week. Thank you

Salmix's avatar

I guess that someone wanting to do this trade in smaller size could also short the 10-year yield micro futures with ticker 10Y?

J.cerezo@fundaeco.org.gt's avatar

Always top quality!