Archive - Putzing Around Our Potemkin Village

What Our Classmate Scott Bessent Got Wrong

Reflections on the importance of speaking out

Jun 8

March 2023

The high price of being last

Trapped in a maze of mirrors, investors yearn for the right path. Perversely, when EVERYONE agrees on the path to salvation, it's time to look for a new…

Mar 24, 2023

February 2023

Back to the future

What happens if long bond and t-bill yields revert to historic norms?

Feb 17, 2023

January 2023

How common is "common knowledge"?

An old friend observed that Zoltan Pozar’s recent claim that “60/40 won’t cut it anymore and should be 20/40/20/20 instead” is spurious.

Jan 18, 2023

Which Twitter accounts do bond market insiders follow?

The Bond Market Edition: the Top 50 and Top 500 Twitter accounts

Jan 15, 2023

December 2022

Top 10 Fintwit insiders

The week of 12/11/22

Dec 13, 2022

August 2022

Recursion to which mean?

The biggest picture is ugly for bonds, equities, and house prices

Aug 8, 2022

This is Putzing Around Our Potemkin Village, a newsletter about Markets .

Aug 6, 2022

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