Like many, our attention this month was drawn towards a non-market related set of events. The US 20-year war in Afghanistan finally came to an end. What really got our attention can be visualized b…| Convex Strategies
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“Mainstream economics is replete with ideas that “everyone knows” to be true, but that are actually arrant nonsense.” Jeremy Rudd. Federal Reserve Board. September 2021. We don’t often go looking f…| Convex Strategies
A question we often get asked, as we discuss building convexity into investment portfolios with large Pension Funds/SWFs/Insurance Companies/Endowments/Banks, is something along the lines of “How m…| Convex Strategies