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The shape of the Yield Curve under QT
I don’t follow many market related discussions on Twitter, primarily because I am not a “theory” guy and secondly because I have total contempt for most…
Feb 8, 2022
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Nick Givanovic
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The shape of the Yield Curve under QT
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April 2021
Stocks, Bonds and the Yield Curve
Part 2
Apr 2, 2021
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Nick Givanovic
16
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Stocks, Bonds and the Yield Curve
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March 2021
Stocks, Bonds and the Yield Curve
Part 1
Mar 15, 2021
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Nick Givanovic
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Stocks, Bonds and the Yield Curve
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February 2021
Macro is the Weather. Part 3.
Give them VIX. Lots of VIX!
Feb 28, 2021
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Nick Givanovic
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Macro is the Weather. Part 3.
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Macro is the Weather. Part 2.
We are Immortals with bad plumbing...
Feb 20, 2021
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Nick Givanovic
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Macro is the Weather. Part 2.
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Macro is The Weather. Part 1.
Sudden gusts.
Feb 13, 2021
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Nick Givanovic
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Macro is The Weather. Part 1.
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What macro market trends are and (hopefully) why.
Welcome to Macro Market Musings by me, Nick Givanovic. Retired HF Principal, still trying to make sense of the markets. Speaking yield to prejudice and…
Feb 10, 2021
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Nick Givanovic
10
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What macro market trends are and (hopefully) why.
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