“At the moment, long longdated government bonds, would you be a buyer of those? >> But personally, no. I would not be a buyer. And part of it is interest rates. You know, inflation, I mean, even if inf”
@The Master Investor Podcast
Even if inflation cools to 2%, massive global deficits will force 10-year yields up to 4.5%, crushing the value of long-dated government bonds.
TLTTLTSHORT@ $83.66
EXIT$84.24-0.69%
since call Jul 20
flipped Jul 28 · held 7d · record frozen at -0.69%