Jim Grant has been publishing the Interest Rate Observer since 1983 (that is nearly 40 years!).
He is a noted contrarian, who has witnessed market booms and busts and all manner of human folly in-between. Always armed with a sharp mind, a wonderful network and a skilled pen.
This was a nice recent interview with him on his views especially on the impact of rising interest rates.
“That’s what we try to do at Grant’s. We try to imagine how a hardened consensuses of opinion could change—how people think that there’s no alternative but the way things are, and how that could change. So yes, there will be trouble ahead, but also a lot of interesting things to do.“
