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Some excerpts from the work of Anatole Kaletsky
Hello, Founding Members:
Anatole Kaletsky, the “Kal” in GaveKal, has written on why he sees bond yields and inflation staying above consensus expectations.
Unsurprisingly, I agree with him, though I will opine that “there will be rallies”. For one thing, I’m not sure the economy is as robust as is popularly believed right now. Weaker economic data, shoul…