The Curious Mind

The Curious Mind

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The Curious Mind
The Curious Mind
A Few Things....

A Few Things....

August 28, 2019

The Curious Mind
Aug 28, 2019
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The Curious Mind
The Curious Mind
A Few Things....
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I don’t usually like discussing macro because I don’t think it should be part of long-term investors’ process (except to be aware of cycles as we’ve learned from Howard Marks).

That said, interest rates to some degree dictate the rate of return you should expect from riskier assets, so they are the one macro data point worth having some opinion on.

So, w…

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