I just spent the last hour listening to Stan Druckenmiller; always a treat. I think it maybe dates a month or so ago but it doesn't matter, wisdom is timeless. For me the nugget was his appreciation of the yield on the two year, with one caveat...it works only if you are prepared to buy risk after the waterfall event, or if the sum of our worst fears ar…
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When Stan Speaks, I Listen...
hughhendry.substack.com
When Stan Speaks, I Listen...
Oct 25, 2023
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