Tag Archives: Steve Conover

Macro reflections on private equity hypocrisy, and recent dollar history

Unlike this peak signal, I don’t see the apparent hypocrisy of private equity players tapping public money supply. In fact, isn’t it a good pairs trade? Sell the overvalued asset and buy the undervalued assets? UPDATE: Steve Conover has another … Continue reading

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World context for US publicly held debt

From the indefatigable Steve Conover: Chances of Fed Funds Rate at or above 5.25%: Cross posted from Caveat Bettor.

Posted in All Guest Authors's Posts, Exchanges & Markets, Market Prices & Probabilities, The Global Economy | Tagged , , | Leave a comment