Hi Joe,
as fate would have it, I just noticed an extremely pertinent article (related to our discussion, and in the middle, focus' on bond and their.. lack of liveliness) by what I think many would argue, as one of the most influential people in global Marco. This recent article sums up so much of what is happening, and why. Extremely well argued.
we are entering a time of financial repression
I think above all, there is actually a huge issue globally. The price of money, is now massively distorted, which has so many ramifications....
(luckily, some are discussed above!)
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