7 Comments

Alf - can you please explain why you exclude “non-financial” debt? As a newbie, I think that leverage in the financial sector would be a significant risk factor. Thanks.

Expand full comment

If the 10 year resumes its ascent to 5% - will the conflict in Gaza resume its escalation, full stop.

Expand full comment

Nice job as always! Bravo Alfonso! (Sei in Italia?? )

Expand full comment

With the 10yr teasing 5% today the relentless rise in yields continues. The yield curve is re-steepening and this is bearish.

Expand full comment

your "take a look here" link does not work

Expand full comment

Alf where can we find this data wanted to check private sector debt for India

Expand full comment

Hey Alf, my name is Erik - I’m an options trader and host a podcast that I’d love to have you on sometime if you’re interested. You can check out my channel www.youtube.com/esinvests Thanks!

Expand full comment