20 Comments
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Amrita Roy's avatar

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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Maverick Equity Research's avatar

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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The Economy Rocket's avatar

Love the chart!

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Maverick Equity Research's avatar

glad to hear, cheers!

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Adrian Knoblauch's avatar

Top

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Maverick Equity Research's avatar

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

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Maverick Equity Research's avatar

glad to hear, cheers! :)

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Robert Skinner's avatar

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

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Maverick Equity Research's avatar

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

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Maverick Equity Research's avatar

tricky indeed Robert ...

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Robert Skinner's avatar

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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Maverick Equity Research's avatar

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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Arny Trezzi's avatar

Amazing selection, thanks for sharing!

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Maverick Equity Research's avatar

welcome, more incoming ... ciao ciao

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Long Short's avatar

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

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Maverick Equity Research's avatar

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

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Finance & Econ's avatar

danke schon!

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Maverick Equity Research's avatar

gerne :)

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Daniel Invest's avatar

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

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Maverick Equity Research's avatar

welcome, more incoming ...

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