"The 4 Most Dangerous Words: 'This Time Is Different'" (April 7, 2025) Triggered by a "tariff tantrum" and the worst two-day market drop since March 2020, Quince used this post to remind investors of the oldest trap in finance. It makes the list because it perfectly highlights his ability to use historical context to cut through immediate market panic, reminding readers that while the catalysts change, the danger of assuming the old rules no longer apply remains exactly the same
"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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