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The Blind Squirrel's avatar

Great note. The popular arguments around unpredictability being some kind of 4D chess move are wearing pretty thin. C Suites cannot act with this degree of economic uncertainty and they are downing tools. Treasury yields will come down (at the front end) when the recession that nobody voted for arrives.

robert stears's avatar

Another thoughtful post.

Scott Schiller's avatar

What an incredible commencement speech. Thank you for sharing.

Monica's avatar

Agree that commencement speech was fantastic. So inspiring.