Something Good for the Month

September 2022

September 2022

Read. Reflect. Re-energize.

Viral Hub | Evolution of the Yield Curve from 1990 to 2022

One of the best predictors of a looming recession.

Odd Lots | Zoltan Pozsar and Perry Mehrling Debate Bretton Woods 3.0

Credit Suisse strategist Zoltan Pozsar has found a new level of fame over the last year, arguing that we’re witnessing the birth of a new currency regime that he calls “Bretton Woods 3.0”. In this new era, the centrality of the dollar will fade, in favor of commodities or commodity-backed currencies. But not everyone is convinced.

Oaktree Capital | The Illusion of Knowledge

“There are two kinds of forecasters: those who don’t know, and those who don’t know they don’t know.”

The Market NZZ | The Period of Abundance Is Over

Jeffrey Gundlach, CEO of DoubleLine, worries that the Federal Reserve is overreacting in the fight against inflation. He expects a severe slowdown of the economy and says how investors can navigate today’s challenging market environment. A conversation with the Bond King.

Visual Capitalist | The Biggest Tech Talent Hubs in the U.S. and Canada

This infographic draws from a report by CBRE to determine which tech talent markets in the U.S. and Canada are the largest. The data looks at total workforce in the sector, as well as the change in tech worker population over time in various cities.

Investment involves risk, uncertainty and assumptions. The value of investments rise and fall and there is a risk you may not recoup the amount originally invested. Past performance is not a reliable indicator of future performance.

The contents are provided as general in nature and should not be relied upon nor construed to be the rendering of specific tax, legal, accounting or professional investment advice. Readers should consult with their own accountants, lawyers and/or financial advisors for advice on their specific circumstances before taking any action.

The information contained herein is from sources believed to be reliable, but accuracy cannot be guaranteed. No representations or warranty, expressed or implied, is made by Caldwell Investment Management Ltd. or its affiliates.

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