Pinned
1.Grant’s Interest Rate Observer came into the world in 1983 to help its readers to buy low and sell high, or the other way around. We are seekers after investment value, poppers of bubbles and students of unintended consequences.
GRANT'S
1,702 posts
GRANT'S
@GrantsPub
Grant's Interest Rate Observer, an independent, value-oriented and contrary-minded journal of the financial markets.
- Did he ever recommend getting out?BlackRock’s Larry Fink says now is the time to get back into equities trib.al/1iGAxIn
- Impressive rally, especially since Netflix isn't available in China yet.Netflix is rallying hard on the idea that hundreds of millions of Chinese stuck at home means they will open new accounts and stream movies for the next several days.
- Future Fed governor?Firefighter accused of creating fires he helped put out trib.al/02Qy5ey
- What the Grant's team is reading. 1. The Bond King: How One Man Made a Market, Built an Empire, and Lost It All, Mary Childs 2. Trillions, Robin Wigglesworth 3. The End of Alchemy, Mervyn King 4. Shorting the Grid, Meredith Angwin 5. The Ascent of Money, Niall Ferguson
- Jim Grant responds to the zero percent chance of a rate hike in 2023 implied by the futures market, "I would assign zero percent to a very, very small group of possible outcomes in the world of finance— zero percent that Congress will ever balance the budget, maybe."
- For whom? (BN) *LAGARDE: ECB EXPERIENCE WITH NEGATIVE RATES IS NET POSITIVE
- Seth A. Klarman, CEO of the Baupost Group, joins Jim Grant and Evan Lorenz on our podcast, Grant's Current Yield, to discuss the ways the world has changed since the publication of Security Analysis, and how it hasn't. chtbl.com/track/8G858/tr…
- Recession is no longer the word for NYC.
- Jim Grant believes it will take years to undo the kinks from a decade of ultra-low interest rates. fortune.com/2023/12/09/jim…
- TRUMP LOOKING CAREFULLY AT FEDERAL DEBT SITUATION: MNUCHIN So are we.
