A View from the Trenches

Martin Sibileau's market letter

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A View from the Trenches, September 27th, 2011: "Why Operation Twist is inflationary"
Click here to read this article in pdf format: september-27-2011 Since our last letter, we have witnessed (and perhaps are still witnessing) once more, the typical run for liquidity, when all asset classes tell us that diversification is a myth and that...