T-Bills vs. Timepieces: Locking Up Wealth or Acquiring Timeless Beauty
Pirates of Finance
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How to Predict Inflation With Asymmetry and Convexity
I'm not convinced looking at history that anyone has a good method of predicting inflation. You have to be talking about strong structural forces that you don't think are going to be broken. And then more importantly, what does the rest of the portfolio look like in case you're wrong? So I saw one of that's not fun, right? Yeah,. SockGen, their quantitative and Sippen Investment Strategies group wrote about this was, if you wanted to make a bet on inflation being higher... "You do is you create a basket of inflation sensitive stocks that tend to do well"
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