5% Bond Yields
"The starting yield plays a huge role in your forward returns, especially for short-to-intermediate-term bonds. For long-term bonds, interest rate movements and changes to inflation are a much bigger risk."
by @awealthofcs
How Will This Cycle End?
"The interesting outcome at the end of the Go-Go Years is how much worse the crash was in the most beloved stocks versus the rest of the stock market and the economy."
by @awealthofcs
The Most Hated Asset Class in the World
"I understand why no one really cares about bonds right now. We’re in a bull market. Who cares about 4-6% yields in fixed income when the stock market is going up 20% every year."
by @awealthofcs