Kameleon007/iStock via Getty Images The yields of US Treasuries have spiked in recent months to multi-year highs; and mortgage rates have spiked; and yields of investment-grade corporate bonds have spiked, and bond funds have served […]
Lemon_tm/iStock via Getty Images By Robert Waldmann I am interested in inflation expectations (acting like a macroeconomist for a change). In particular I am thinking about something Brad DeLong just tweeted. He says his subjective […]
cagkansayin/iStock via Getty Images This article is part of a series that provides an ongoing analysis of the changes made to Prem Watsa’s 13F portfolio on a quarterly basis. It is based on Watsa’s regulatory […]
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