In my fiftieth year on this planet, I can confirm that old habits die hard. For years my investment process always started with macro, before I would think about anything else. And even though I “hate” bonds, even I have to admit recent macro data from the US makes me think that maybe bonds are a buy here.
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AM I WRONG ABOUT BONDS?
www.russell-clark.com
AM I WRONG ABOUT BONDS?
Just looking at economic data - bonds are a buy. Politics and technicals says otherwise.
Aug 30, 2023
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Capital Flows and Asset Markets
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