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…
