"What you do when you don't have to, determines what you will be when you can no longer help it."
-Rudyard Kipling
"We think they are days from failure. They think it is a temporary problem. This disconnect is dangerous."
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U.S. yields down and bull steepening with the 2Y off 4bps to 4.86% and 10Y off a bp to 4.01% with the move on the heels of yesterday afterno...
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As we navigate an increasingly data-saturated world, today we ponder the ultimate goal: the ascent to wisdom . In this blog, we've ofte...
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Month end is here. 2Y is at 4.88% (MTD down 2bps, YTD up 45bps) and 10Y up a bp to 3.96% (MTD up 12bps, YTD up 9bps). China continues to tal...
Edward Quince’s Wisdom Bites: OPV Page 419
“The best business is where no one else competes, where you buy for one cent and sell for a dollar and it's habit-forming and no one e...
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