The Allocator
@theallocator.bsky.social
Single Family Office Investment Lead | Long Term Capital Allocator | Tennis Player | Health | Not Financial Advice
The lesson? Not all inflation is the same. Its root cause matters — for policy, for markets, and for investors
Chart:
@johnauthers.bsky.social
Chart:
@johnauthers.bsky.social
September 10, 2025 at 11:55 AM
The lesson? Not all inflation is the same. Its root cause matters — for policy, for markets, and for investors
Chart:
@johnauthers.bsky.social
Chart:
@johnauthers.bsky.social
At the start of Meloni’s term, Italian government bond yields traded well above French yields. Today, that spread has all but disappeared.
The lesson? Political headlines often mislead. Capital flows reveal a very different hierarchy of trust.
Chart:
@johnauthers.bsky.social
The lesson? Political headlines often mislead. Capital flows reveal a very different hierarchy of trust.
Chart:
@johnauthers.bsky.social
August 28, 2025 at 7:02 AM
At the start of Meloni’s term, Italian government bond yields traded well above French yields. Today, that spread has all but disappeared.
The lesson? Political headlines often mislead. Capital flows reveal a very different hierarchy of trust.
Chart:
@johnauthers.bsky.social
The lesson? Political headlines often mislead. Capital flows reveal a very different hierarchy of trust.
Chart:
@johnauthers.bsky.social
A reminder: consensus often marks the end of a trend, not the beginning of one.
Chart:
@johnauthers.bsky.social
Chart:
@johnauthers.bsky.social
August 26, 2025 at 12:50 PM
A reminder: consensus often marks the end of a trend, not the beginning of one.
Chart:
@johnauthers.bsky.social
Chart:
@johnauthers.bsky.social