Weekly Summer Note: Bonds, Uranium, Forward VC, and Bad News for attractive Short Men

Just to remind all subscribers, we’re on a weekly note every Friday for the remainder of July and all August. I’ll combine the usual three notes in one longer note with at least one focused investment

Macro – Bond rally imminent? Maybe, maybe not quite yet

In recent months investors in most developed world markets have raced ahead to one inevitable conclusion which is that high-growth equities are the place to be because we are clearly approaching peak interest rates. Here’s the end-of-the-month report from Howard Silverblatt over at S&P Dow Jones in …