الوسم: David Graebe
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This time it’s not different. S&P500 10,000 and gilded debt.
There’s fear in the credit and public debt markets but for me, personally, looking at the deep end of the long-dated treasuries and public debt notes in Europe, there are good bargains to be found. We have come a long way ever since Jay Powell said “We are not thinking of thinking of raising rates”,…