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Belski the Bull
The Compound and Friends
The Cam Harvey Effect on the Yield Curve
The Cam Harvey effect might be in play here with the yield curve or what do you think? I'm thinking more and more. It's apparently called the observer effect. But something about forward guidance and all fed transparency and fed intervention in the bond market. Like it is so much different than it was in the say the 40s. Or 90. The early 80s was a good show. You ended up with a PE multiple of like nine on the S&P and nobody was ever going to buy a stock again ever. Just like no one's ever doing 60 40 again.
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