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.E.g. The decline in US T-Notes is likely to be slow and shallow.
Note
The Bonds MonthlyNote
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%)Trade closed manually
FLAT; +2'21Trade active
LONGOrder cancelled
See the Current Post;
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.