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  1. G

    Are bonds an obvious investment now, if you believe that we will return to the 2010-1019 interest rate regime?

    @daniellea I personally think so - but one could just look at the fed fund rates and instead conclude that negative interest rates are next and high P/E will continue. I think any heterodox investment strategy planning ten years or more out needs to consider how the federal government will...
  2. G

    Are bonds an obvious investment now, if you believe that we will return to the 2010-1019 interest rate regime?

    @daniellea Consider that 201-2019 fed fund rates were the outlier, not the norm.
  3. G

    Fed Working Paper - 40% of real corporate profit growth after 1989 was fueled by a decline of interest rates and corporate tax cuts.

    @daniellea Well someone's not getting invited to the fed ski trip this year
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