4 Comments
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Raymond Micaletti's avatar

Excellent article.

Tactical Allocation Desk's avatar

Bonds are the smarter money. When credit markets and equity markets diverge this sharply, the data historically favors the bond signal. Asset allocators who ignore that divergence tend to find out why it mattered after the fact.

Kurt S. Altrichter, CRPS®'s avatar

I completely agree 🎯