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Lost Lives, Lost Money. In That Order
Markets felt tentative and vacant Monday, as traders eyed a sparse docket in the US, where Fedspeak
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I’m more ignorant than most commenters here, but here’s my question: At what yield % do long treasury bonds become a screaming buy? At a certain point, there will be a high velocity surge of buying into them (probably to the detriment of equities), right? And so, at a certain yield, doesn’t the “dead” 60/40 portfolio become standard wisdom again? The bonds’ bursted bubble will become a bargain I assume.
fwiw … I added to my underweight TLT this past friday, initiated an EDV position as well…I’m now 12% in treasuries / bonds…will collect distributions and reassess both holdings in 6 months…
…hoping for an immediate end to the inhuman atrocities occurring in Ukraine and other less publicized places in the world…