This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Monday, November 3, 2014
Julian Robertson on Bloomberg Part 1
Julian Robertson was on Bloomberg recently talking about his belief that currency was a good area to be investing right now. He then touched on the large bond bubble that was brought on by the interest rate policies.