It should come as no surprise that the interest rate on the US Government 10-year bond is the most widely used indicator to broadly speculate on the future direction of equity prices and economic activity in general. US Government debt is generally considered “risk free”. Changes in risk free interest rates can be seen from […]
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2020 Year End Commentary
A year to put behind us. The combination of the COVID-19 out break and a hotly contested election cycle made for enormous amounts of uncertainty, the likes of which we haven’t experienced for many, many years. There will be lasting impacts from both of these events that will be felt for years to come. That […]
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