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Hi Chase do you look at breakevens and what are the implications for real rates?
I certainly do. It depends on how nominals do of course, but I am in the camp of higher nominals and flat to more negative real yields in the coming years.
Thanks. Sounds like stagflation and more reasons to hold real assets. I notice that gold might be consolidating here.
Do not fully discount not stagflation but inflationary boom - it is very possible
New sub here. How are you playing Ireland? Individual stocks or etf?
Just $EIRL for me - bought a bunch in January 2020 and in March - price is a bit sporty now and could use a pullback to at least 49 for any safety
Hi Chase do you look at breakevens and what are the implications for real rates?
I certainly do. It depends on how nominals do of course, but I am in the camp of higher nominals and flat to more negative real yields in the coming years.
Thanks. Sounds like stagflation and more reasons to hold real assets. I notice that gold might be consolidating here.
Do not fully discount not stagflation but inflationary boom - it is very possible
New sub here. How are you playing Ireland? Individual stocks or etf?
Just $EIRL for me - bought a bunch in January 2020 and in March - price is a bit sporty now and could use a pullback to at least 49 for any safety