Sorry friends I have to close the blog for now due to personal circumstances. Maybe one day in the future it will pop up again. It has been fun reading the tea-leaves of RE, and then some, for the last few years.
Wish you all health and success whichever side of the fence you are on.
Yield curve: Correlation vs. causation edition - Further to my last post (see Three steps and a stumble?), I would like to clear up some misconceptions about how I interpret the yield curve and its invest...
8 hours ago