Europe’s (Bond) Bull Market

Europe’s (Bond) Bull Market by Jennifer Thomson, Gavekal Capital Blog

Inflation isn’t the only indicator that seems intent on moving ever lower— the trend towards below-zero government bond yields in many European countries continues.  While most have not followed in Switzerland’s footsteps (where yields are negative out to ten years) quite yet, German 5-year yields have hit the zero mark and France’s 4-year government bond is just below:

 

Charlie Munger: Invert And Use “Disconfirming Evidence”

Charlie MungerCharlie Munger is considered to be one of the best investors and thinkers alive today. His thoughts and statements on investment research, investment psychology, and general rational behavior are often incredibly insightful. Anyone can learn something from this billionaire investor and philosopher. Q2 2020 hedge fund letters, conferences and more If you’re looking for value Read More


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