Cullen Roche
@cullenroche
Founder & CIO @disciplinefunds 📊 | Author of Your Perfect Portfolio & Pragmatic Capitalism 📖| Defined Duration Investing ⌛| Board at Cambria ETFs 💸
Joined February 2009
2.1K Following 98.8K Followers
Is this even controversial? The bond market tries to predict the long run path of the Fed. And the Fed tries to set rates by predicting the long run path of inflation.
So. Inflation determines where bond yields should be....
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