We have pointed to similarities between the Fed’s current rate cutting cycle and the one back in the second half of 1995. Given the length of experience around here, we are regularly asked question…| Convex Strategies
“The Governing Council today decided to lower the three key ECB interest rates by 25 basis points. Based on our updated assessment of the inflation outlook, the dynamics of underlying inflation and…| Convex Strategies
Nassim Taleb introduced the concept of Wittgenstein’s ruler in the first book of his Incerto series, “Fooled by Randomness: The Hidden Role of Chance in Life and in Markets”. He elaborated on the c…| Convex Strategies
