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What if grand bond market/inflation drama is overdone? What if inflation surprises to downside & Fed raises rates slowly? Until

January 31, 2022

What if grand bond market/inflation drama is overdone? What if inflation surprises to downside & Fed raises rates slowly? Until quite recently, markets have evinced consistent upward bias in rate expectations. Will hawks be frustrated again? @rbrtrmstrng
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In 1994 Barry Posen devised a defense strategy for a newly independent Ukraine which envisioned a Manstein-styel flexible defense v.

January 29, 2023

In 1994 Barry Posen devised a defense strategy for a newly independent Ukraine which envisioned a Manstein-styel flexible defense v. Russian attack. See Chartbook Newsletter

Chartbook Newsletter #191 on the vertigo induced by placing the Russian war on Ukraine against backdrop of longer history of

January 29, 2023

Chartbook Newsletter #191 on the vertigo induced by placing the Russian war on Ukraine against backdrop of longer history of armored warfare & Soviet Union's

Dribbling in a brigade and then a division's worth of Western tanks into a war fought btw heirs of the

January 29, 2023

Dribbling in a brigade and then a division's worth of Western tanks into a war fought btw heirs of the Soviet tank tradiion. Cartbook Newsletter