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    • AB: How Mega-Forces Will Reshape the Macro Regime and

      3BL CSRwire· 6 hours ago

      Three mega-forces seem set to dominate the investment landscape for the next decade or longer, with major implications for the macro regime and portfolio design. Each of these far-reaching forces—climate ...

    • The Myth of the Equilibrium Interest Rate

      The Myth of the Equilibrium Interest Rate

      Ludwig von Mises Institute· 2 weeks ago

      “Fast thinking” is a corrupting short-cut in mental processes which the late Daniel Kahneman identified by experiments in financial decision-making. An...