It is not often you get the chance to listen to Kyle Bass, one of the best global macro analysts, with an astonishingly good track record through the last ten years. So many good points made here.
next 18 months
Today’s new highs are increasingly mechanical, not fundamental — and in a broken market, your 401(k) is the exit liquidity.
Conventional investment management and financial planning isn’t built to see it, let alone act on it. At the one moment it matters most, it’s working against your best interest.
Anything
This article is about why messaging like that tweet is wrong, what the math actually says, and how you can find out whether your own advisor understands the difference.
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