Guest Post: Betting Against History

Guest Post: Betting Against History

Via Kevin Muir of “The Macro Tourist” fame It’s another of those days. The S&P 500 closed the week at an all time high, and although you would think everyone would be feeling good about it, the rally has brought about more angst than pleasure. Turning on your twitter feed this morning, you face a deluge of scary charts about debt burdens and historical P/E comparisons that remind you of all the risks in the markets. Your timeline is filled with sarcastic comments about how “thi
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3 thoughts on “Guest Post: Betting Against History

  1. I am a full time HR reader, but a first time commenter. I have often read in HR the phrase “until the bond market takes the keys away” and now too here in Kevin’s post. Do you think HR readers would like to read some analysis on what exactly that phrase means, what might trigger such an event and its implications for investors?

  2. Glad to hear I’m not alone. This article sums up my aversion to cash quite aptly. I’ve been telling friends, ” holding cash isn’t being safe, it’s just going broke the slow way”.

    Yeah…yeah…I’ve heard all the value diatribes from guys sitting on cash since 2011.

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