US 10 year T-note; Clearly a Continued SHORT!

5 thg 1, 2021

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 UD 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.

7 thg 1, 2021

Ghi chú

The Bonds Monthly

10 thg 1, 2021

Ghi chú

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 UD denominated T-notes, in that order.
The currency disparity (Yen > UD > 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%)

10 thg 2, 2021

Giao dịch được đóng thủ công

FLAT; +2'21

10 thg 2, 2021

Giao dịch đang hoạt động

LONG

10 thg 2, 2021

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