Tuesday, January 9, 2018

Is This Time Different?

I remember quite well what happened when long bonds were set to go down in '07.....

Here is an interesting chart of the long bond "bubble".

How much of "growth" is dependent on consumer debt and lending?

If there was a movement from long bonds to other assets would that include "real" assets?

The chart.


 
 
Timing is everything.
 
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