The year without vol.

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Take today’s exaggerated moves in bonds and the dollar for what they are

I’m plowing through this really interesting report from Deutsche Bank on why European stocks are always cheaper than US stocks (on price/book value) and coming across all sorts of great insights. (Shout to Steve G for sending) Right now, despite the rally in foreign stocks this year, US companies currently sell at an obscenely high…

Next month I’ll be visiting one of my favorite cities in America to appear at the Detroit CFA Society’s Annual Forecast Lunch!

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I am not fully convinced on crypto, but I am fully convinced that enough other people are for it to matter.

Got it.