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The High Cost of Low Rates - August 2020

In our latest newsletter, we discuss the hidden cost of ever-lower interest rates by examining changes in the US housing market over 30 years. We call into question the benefit, or stimulus, provided by these low rates and use this case-study to build a framework for investing in challenging macroeconomic environments.

Please feel free to share this letter or reach out to me for further discussion by replying to this email or by following me on my new Twitter account: @conover_ab.


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The High Cost of Low Rates - August 2020
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