No. of Recommendations: 4
Arezi is very macro-based, and this is a new era of near-zero interest rates that is a different environment than when it was designed.

I don't think this is true. Interest rates have already risen quite a bit above zero and they continue to creep up. There will be a time when inflation heads up again and the Fed responds by raising interest rates significantly. The past ten years have been an anomaly, not a new era.

Elan
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