10 Comments
Jun 14, 2022Liked by Brent Donnelly

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

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

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Jun 16, 2022Liked by Brent Donnelly

So accurate!

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Jun 15, 2022Liked by Brent Donnelly

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

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author

Tell me more

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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."

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Jun 15, 2022Liked by Brent Donnelly

Great letter this week. Thank you

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Jun 14, 2022Liked by Brent Donnelly

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

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Always top quality!

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Thanks !!

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