HeyJaredJimmy
Very successful in 2 very disparate fields. Loves animals, but so painful to lose them. Founder The Leroy Foundation, supporting animal shelters nationwide.
- Indexed issues, last 90 days
- 2
- Latest publication
- Sep 28, 2026
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- Checking…
- Earliest in this view
- Sep 19, 2026
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Brother, Can You Spare A Paradigm? (opens the original)
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Part One argued that the paradigm governing bond yields from 1981 to 2021 ended in the summer of 2022, that fiscal dominance replaced monetary policy as the driver, that the disinflationary supply shock which arrived from overseas is now running backwards, and that what connects every failure of the old model since 2022 is a loss of trust in the issuer rather than any forecast about inflation.Thanks for reading! Subscribe for free to receive new posts and support my work.<form class=
Brother, Can You Spare A Paradigm? (opens the original)
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Brother, Can You Spare A Paradigm?Part One: What Ended in 2022Jimmy White — September 16, 2026I borrowed this year’s title from the old Depression-era song, and it may be a fun play on words, but it’s not really a joke. For the better part of the last four years, the ideal conditions for a significant decline in long term bond yields have existed again and again only to ultimately fail. People who built entire careers on being right about interest rates, identifying and investing because of thes
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