1 Comment

It is rather unfortunate that you didn't ask Rosie about his SICC 2023 presentation regarding the 10 year. His 40ish page pdf justifying buying the 10 year at 3.5% 14 months ago whereby he spent an entire hour discussing the merits of this call seems to have vanished from his lexicon.

Which "prescient" calls will disappear from his lexicon next year? Predicting the future is difficult at best. I just don't understand why he doesn't he own this mistake and show how and where he was wrong.

Expand full comment