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November 21, 2019

What if I told you there was a bubble but it wasn't in risk assets?  What if I told you that the assets most investors look to for safety and capital preservation could actually be the biggest source of risk in portfolios right now?

OK, if I haven't lost you already, ye...

August 28, 2019

With all that's going on in the world right now, the constant news flow, twittering and tariffing, recession obsession, and of course a little extra market volatility here and there, it might seem strange for me to write about what is a somewhat obscure and long-term f...

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