Just as we were putting together our thoughts for this month’s update, we came across the above linked article which is such a good example of the misunderstanding of fragility, our chosen topic fo…| Convex Strategies
In last month’s Update, we pondered the question “what about the 40?”. This has long been a topic of our own discussions and clearly an issue that rose to the front of many people’s minds in the mo…| Convex Strategies
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