BIS: The Opening Riposte, Yellen’s Counter-Riposte

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BIS: The Opening Riposte, Yellen’s Counter-Riposte

circuit. We bonded over sushi and sake and have been blood brothers ever since. We have worked together for years on various projects and have seen our careers intertwine, but the real foundation is a true friendship that has stood the test of time and distance, as Tony keeps traveling to parts farther and farther afield. He now resides (more or less) in Bangkok; but Skype, email, and Facebook keep us connected; and we try to get together as often as possible. He is a remarkably good writer and a very astute investment analyst. I have learned a lot from Tony over the years. Ed D’Agostino (President of Mauldin Economics) is flying in the next evening to oversee a video that Tony and I will do together and will make av ailable to you for free in the next few weeks.

As usual, the Mauldin family gathers just a tad bit late, but we all seem to eventually get in one place, sit down, and enjoy a meal with each other. I hope you are going to have a weekend with family and friends as well. I am off to grill steaks, and then we will watch multiple fireworks displays all over the city from the balcony of my high-rise apartment. (Last-minute note: we counted over a dozen major firework events – very cool!) Not quite the same as being right there, but more relaxed and no traffic getting home. You have a great week!

Your still a little kid who loves fireworks analyst,

PIMCO’s Johnson, GMO’s LeGraw and DWS’ Rudy at Morningstar on how to hedge inflation

InflationInflation has been a big focus of Wall Street in recent months, and it won't go away any time soon. But where do we stand with inflation? Has it peaked, or will it continue higher? Q2 2021 hedge fund letters, conferences and more Nic Johnson of PIMCO, Catherine LeGraw of GMO, and Evan Rudy of Read More

John Mauldin
John Mauldin
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