MRB on Business Insider – Oracles of Wall Street – December 17, 2023
Phillip Colmar, Managing Partner, was featured in Business Insider’s Oracles of Wall Street list for 2023!
Colmar said Treasury yields would stay relatively calm for the first several months of the year — they did — and then managed to time the spike in yields impressively. The call for higher bond yields was tied in with his view the economy would avoid a recession this year, which he expressed in December 2022 and reiterated in May.