Where finance and media intersect with reality

Why “safe assets” may not exist anymore

Screenshot 2022-04-21 at 18.51.06

An interesting point comes by way of veteran fixed income market watcher, Marc Ostwald, of ADM Investor Services, in his latest quarterly publication "Ghost in the Machine". It caught my eye because of how it aligns with my own thesis about the end of dollar neutrality. As Ostwald notes: If everything can be weaponised, as […]


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