Bond / Stock correlation

Discussion of the Bond portion of the Permanent Portfolio

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doodle
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Bond / Stock correlation

Post by doodle »

What is up with the simultaneous stock and bond rally? As stocks are on a month long tear, ten year treasury maintains hold under 2%. Kind of strange since these assets indicate quite opposite views of the future....
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stone
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Re: Bond / Stock correlation

Post by stone »

Conviction that interest rates will be kept low long term would pan out like that wouldn't it?
"Good judgment comes from experience. Experience comes from bad judgment." - Mulla Nasrudin
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