Navigating an Inverted Yield Curve

“The more identities a man has, the more they express the person they conceal.”

John Le Carre, Tinker Tailor Soldier Spy, 1974

THIS IS NOT INVESTMENT ADVICE. INVESTING IS RISKY AND OFTEN PAINFUL. DO YOUR OWN RESEARCH.

Navigating an Inverted Yield Curve

Today is a wonky, subscribers-only post. For those of you who are free subscribers, I am so happy you are part of this and I have to draw the paid line somewhere. Today that line is at the discounting on tech and global bonds. We have some very interesting (free) podcasts in the pipeline, which I look forward to sharing with you.

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