Degenerate Business School

Degenerate Business School


The 2021 First Half Review

July 18, 2021

We review the first half of 2021. What did we learn? What did we-unlearn? In the spirit of brevity, we listed out the key themes of 2021 so far. On Macroeconomics Corner:No one understands the bond market:No one knows if inflation is transitory or secular


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