I’m in Buenos Aires this week followed by a few days in Florence, Italy, and will spend November in Japan. I’m open to a small number of in-person conversations....
Let’s go through why the market indexes have been down during part of the past couple of days and why some DKI positions aren’t currently performing like they’re “supposed”...
CPI of 3.7% was above expectations of 3.6% and above last month’s 3.4%. The monthly change was 0.6% driven by fuel and shelter (again). The monthly increase was in...