Nemo_Confidat

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

Singkat
Nemo_Confidat Telah dikemas kini   
CBOT:ZN1!   Hadapan T-Notes 10 Tahun
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$D is bottoming here and it is a Massive LONG, for now.
E.g. The decline in US T-Notes is likely to be slow and shallow.
Komen:
The Bonds Monthly
Komen:
Incidentally, this post here...
... will tell you (if you read through it :-) that the best Safe Haven trades of 2021 will be the Yen- then U$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%)
Dagangan ditutup secara manual:
FLAT; +2'21
Dagangan aktif:
LONG
Pesanan dibatalkan:

Penafian

Maklumat dan penerbitan adalah tidak dimaksudkan untuk menjadi, dan tidak membentuk, nasihat untuk kewangan, pelaburan, perdagangan dan jenis-jenis lain atau cadangan yang dibekalkan atau disahkan oleh TradingView. Baca dengan lebih lanjut di Terma Penggunaan.