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Shattering Overconfidence: A Fresh Look at Investing Success with Yours Fewly

Lead-Lag Live

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The Effects of the Refill on Bonds

The duration question will be a function of what else is happening around bonds at the time that they're doing that. The demand pull inflation side is intriguing because I keep going back to retailers, consumer stocks, all of those areas look pretty weak. If you don't have commodity cost-push, you don't having demand pull. It's suddenly inflation breaks down pretty quickly. And if that happens, then they may not be able to issue enough bonds. By the way, I was trying to get my shirt in the space. People would rather follow large anonymous accounts that sound smart when you don't know if they have skin in the game.

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