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2min chapter
The End of V-Shaped Recoveries (EP.256)
Animal Spirits Podcast
Stocks, World Government Bond, Worst Year Over Year Performance, Basically Ever
This chart quantifies sell and may go way. October 19 87 is by far the worst statistical month, six months return for stocks. J p. Morgan had a post about bonds, and they're showing like, what if the tenure rises? And their base case is for two point five % on the ten yer. I don't think anybody's think i about lengthening their duration because interest rates are going to stop rising.
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