A Commentary by Harley Bassman (Twitter: @ConvexityMaven) On March 16, 2021, I offered that “it
Author: Harley Bassman
Harley Bassman’s Top Trades For 2023
I’ve offered the snark that “life is transitory,” which, while true, isn’t helpful. A cohort
Bassman Warns Of ‘Full-On Recession’ From Housing ‘Halt’
I am not sure how fast the Fed will start to cut rates because CPI
Harley Bassman Isn’t Optimistic About A Soft Landing
Despite fundamental indicators strongly pointing to an economic slowdown, that’s in the foggy future, while
Bassman: ‘There Is Significant Potential For Disruption’
While I suspect there were few kind words for him in the 1980s, today Volcker
Bassman: This Is ‘Let Them Eat Cake’ Economics
This rhymes with our present-day financial aristocracy arguing over which First Cru French Chablis is
Bassman: Here’s What’s Happening With The Curve
Indeed the Fed has been slow in shutting down the money printing; and the market
Bassman: Fed ‘Backed Into A Corner’
Long-term US rates at ~2.50% are not consistent with ~5% inflation unless the Fed invokes
Harley Bassman: Rates Are Flashing ‘Warning!’
Us University of Chicago monetarists have been warning for a decade that the Fed’s helicopter
Harley Bassman’s 2022 Model Portfolio
If the FED lets inflation run hot, yet interest rates remain suppressed, stocks will continue
Harley Bassman’s Trades For An Inflationary World
The preponderance of evidence suggests inflation is not transitory, the rub is that interest rates
Harley Bassman’s Open Letter To The Fed (With A Preamble From Me)
[Editor’s note: Below find, as attributed, an open letter to the Fed by Harley Bassman.
Harley Bassman Presents: The Marshmallow Test
It was the clear intent of the synchronous central bank polices of ZIRP and QE
Bassman: When Markets Implode, Short Convexity Lurks Near Crime Scene
Investment managers display a bias to being short Convexity; a payoff profile where the
Harley Bassman Presents: ‘Seeking Treasure with Convexity’
And while I am being honest, let me further reveal that my membership in the
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