20 Comments

Great stuff Mav once again, will be waiting for your "Investing in bonds" series. Also love the chart on when bubbles have burst at peak real rates. Should 10Y bond yields go up to 5.5% or higher, driven by higher risk premia in real rates, this is a high alert metric to watch.

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Glad to hear Amrita, hope to send the Bonds take next week ;).

Indeed, real rates to be watched ... we like it or not, puts pressure on some parts of the economy. Not worried, but to be watched ;).

Have a good day!

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Love the chart!

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glad to hear, cheers!

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Top

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P.S. sharing the newsletter among your network helps a lot, thank you!

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glad to hear, cheers! :)

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How can American auto makers submit to auto union contracts while exports are in decline?

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P.S. sharing the newsletter among your network helps a lot, thank you!

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tricky indeed Robert ...

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Big 3 looking to build cars that ordinary Americans can’t afford to own. I own one car and my wife and I work from home.Maybe drive 200-300 miles per month.

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Supply not meeting demand, 101 economics no? :)

One car enough I think even in US for many people (lived in US also), after an age I truly believe one has to aim to simplify life in general ... life get anyway more complicated ... can't compound negatively on it also ... .

Personally, got no car, but here in Vienna also no big need ... public transportation works very well ... for groceries can walk or jog and back :).

Cheers!

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Amazing selection, thanks for sharing!

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welcome, more incoming ... ciao ciao

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great charts pack, saves me so much time, thx!

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welcome, saving time is one way to provide value indeed ;) ... more incoming ...

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danke schon!

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Great wrap-up and so many angles, thanks, appreciate!

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welcome, more incoming ...

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