US 10 year T-note; Clearly a Continued SHORT!
تم تحديثه
Despite appearances US T-Notes & Bills will absolutely obliterate US equity returns in this investment cycle! - The math being inescapable, despite all the wishful thinking in the world.
Let's put an exact number on it; How does >+4% annually over US Equities sound?! (Yes, do check the math - as I'm sure of it!)
Incidentally the U
D is bottoming here and it is a Massive LONG, for now.
E.g. The decline in US T-Notes is likely to be slow and shallow.
Let's put an exact number on it; How does >+4% annually over US Equities sound?! (Yes, do check the math - as I'm sure of it!)
Incidentally the U
D is bottoming here and it is a Massive LONG, for now.E.g. The decline in US T-Notes is likely to be slow and shallow.
ملاحظة
The Bonds Monthlyملاحظة
Incidentally, this post here...
... will tell you (if you read through it :-) that the best Safe Haven trades of 2021 will be the Yen- then U
D denominated T-notes, in that order.The currency disparity (Yen > U
D > EUR0) alone will be devastating for US equities and thus, even US T-Bills will easily outperform US equities for years to come, by a wide margin!! (>4.5%)تم إغلاق الصفقة يدويًا
FLAT; +2'21تم فتح الصفقة
LONGتم حذف الأمر
See the Current Post;
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