prone2rants.bsky.social
👤 Joined on 17 November 2024
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@prone2rants.bsky.socialAs a furious rally in Treasuries rages, I'll note again that the 2026 bond selloff had rebuilt a helpful yield cushion against risk. From my newsletter 16 days ago, noting that the reason to rebalance into bonds is not because one knows that a turn is near, but because one never knows what's next.
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