Monday Macro – it’s definitely choppy out there but the Vix is slumbering
A short note for the bank holiday weekend. Why at some stage UK 10 year bonds might be attractive. Plus, Big Government might meet its maker if rates stay too high.
Programming note – there won’t be the usual investment ideas note this coming Wednesday but there will be some weekend reading links on Friday. Next week – from Monday 5th June – I’m off for a week in sunny Croatia, with no letters or notes.
Given our fortunate sunny weather, I plan to keep today’s Macro note short by focusing on the question of uncertai…
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