Noise, Demographics & Why We Need Lower Rates

Kaoboy Musings 7 – 10/9/2019

Noise, Demographics & Why We Need Lower Rates

My one-word summary of the week: NOISE. 

The U.S. is banning visas on certain Chinese officials?  Risk-off!  The Chinese are open to a partial deal? Risk-on!  Having been a professional money manager for most of my career, volatility-inducing headlines like these used to make me lose sleep – literally.  Now th…