5 reasons why USD interest rates will plunge

And 4 ways to trade it. The line between insanity and genius is thin.

A story on good analysis and poor implementation

In October 2021, I wrote this to a friend who was wondering about the next moves markets would be making from here:

Long term trends are still favorable (innovation cycle, demographics) to be bullish. But in the short and mid term, there are two false narratives that need to be proven wrong before the bull …