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Nov 28, 2023Liked by Kingswell

What makes this very interesting is despite his misgivings and the explanation of why these high 'real' rates were not in fact that attractive, this was the time to go the long bond. Just goes to show that nobody can predict the future of interest rates.

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Greatest line ever "While digging around in the Omaha World-Herald’s digital archives over the weekend, I came acros..." that's why I keep reading this wonderful substack

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Brilliant 💡

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