Archive for Month: January 2018
Default, Devaluation Or Debt Deflation — Time To Exit Longer Maturity Treasuries?
I have to admit that the accelerating fall of the unloved U.S. dollar along with recent pronouncements from the administration have taken away any remaining support from even the most die hard of dollar bulls such as yours truly. On the one hand, very large positive carry is embedded in […]
JOIM Conference, Behavioral Finance
Vineer Bhansali, Chief Investment Officer of LongTail Alpha, will be a featured speaker at the Behavioral Finance JOIM Conference Series on March 11-13, 2018 held at the University of California at Los Angeles.