Sure, this could all be a coincidence. I wouldn't bet on that.
Yes, I know...Raoul is such a scaremonger (I mean didn't he call doom in 2012? Idiot!).
Frankly, I don't care what the snarks think.
This is a reality. Maybe it is THE reality.
Bonds. Dollars. Gold. Bitcoin.
What happens if the bond bears are wrong and the shock is not a sharp rise in yields, but instead a fall in yields so far yet unimagined. How about -4% in US 2 years?