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Convex Strategies | Risk Update: October 2021 – “We really looked and deeply tested our analysis.”

Our June 2021 Update https://convex-strategies.com/2021/07/23/risk-update-june-2021/ led off with what must surely be dubbed the “Quote of the Year”: “The Fed says it will no longer react to anticipated higher inflation but only to actual higher inflation. Yet they are failing to react to actual higher inflation because they anticipate it will decline. Perhaps the real…



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Convex Strategies | Risk Update: October 2021 – “We really looked and deeply tested our analysis.”

https://convex-strategies.com/2021/11/19/risk-update-october-2021

Our June 2021 Update https://convex-strategies.com/2021/07/23/risk-update-june-2021/ led off with what must surely be dubbed the “Quote of the Year”: “The Fed says it will no longer react to anticipated higher inflation but only to actual higher inflation. Yet they are failing to react to actual higher inflation because they anticipate it will decline. Perhaps the real…



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https://convex-strategies.com/2021/11/19/risk-update-october-2021

Convex Strategies | Risk Update: October 2021 – “We really looked and deeply tested our analysis.”

Our June 2021 Update https://convex-strategies.com/2021/07/23/risk-update-june-2021/ led off with what must surely be dubbed the “Quote of the Year”: “The Fed says it will no longer react to anticipated higher inflation but only to actual higher inflation. Yet they are failing to react to actual higher inflation because they anticipate it will decline. Perhaps the real…

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