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Are High Interest Rates The New Normal?
A framework for thinking about how structural forces will impact bond yields
 • 
Kevin Coldiron

June 2024

Supercommunicators
Tapping into our instinct for connection
 • 
Kevin Coldiron
3

May 2024

The New World Economy in Five Trends
A framework for understanding the future
 • 
Kevin Coldiron
5

April 2024

Market Super Cycles
Are we still in a Bull Market or is the future Fat & Flat?
 • 
Kevin Coldiron

March 2024

The Right Kind Of Wrong
Intelligent failure is the key to success. Can we learn to embrace it?
 • 
Kevin Coldiron
4
Not The End Of The World
Why a sustainable planet is within our reach
 • 
Kevin Coldiron

December 2023

The Fund
A stunning new book about Bridgewater suggests Ray Dalio's Principles were used to obscure rather than reveal truth.
 • 
Kevin Coldiron
2

October 2023

How China Manages Trillions in Shadow Reserves
China owns the world's largest stockpile of foreign exchange. Who invests this money and what are their goals?
 • 
Kevin Coldiron

September 2023

Is An Economic Boom Coming?
Mark Mills makes the case for the "Roaring 2020's"
1
Inflation in the Twenty-First Century Part III: A Circular Flow No Longer
Foreign buyers of Treasury bonds are getting harder to find
 • 
Kevin Coldiron
5

August 2023

Inflation in the Twenty-First Century Part II: Unintended Consequences
The Carry Regime's legacy adds new challenges and costs to the inflation fight
 • 
Kevin Coldiron
1
Inflation in the Twenty-First Century
The battle ain't over yet
 • 
Kevin Coldiron
© 2024 Kevin Coldiron
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