Monday Macro – Long run returns from the Global yearbook plus Ukraine update
A deeper dive into the Credit Suisse yearbook on why the equity risk premium is falling and why diversification makes sense. Plus some excellent links on Ukraine. Look out for a dollar squeeze
Ukraine
Apologies for adding yet more noise to your day but I thought it worth sharing a few updates from this morning.
First off if you want a razor-sharp analysis of what’s going on militarily in Ukraine now I cannot recommend highly enough this hour-long interview by the military analyst, Russian expert, and veteran Rob lee with Noah Smith. Watch now a…
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