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.
코멘트:
The Bonds Monthly
코멘트:
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%)
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%)
매매 수동청산:
FLAT; +2'21
액티브 트레이드:
LONG
주문취소됨:
See the Current Post;
www.tradingview.com/...es-LONG-Buy-them-up/
www.tradingview.com/...es-LONG-Buy-them-up/
