@devictoribero@levelsio depends on timeframe really, if this is some longterm portfolio thats looking 10 years out then your right. if its a tactical allocation trying to play on the theme of whats happening with covid then i would posit that bonds will defo beat inflation while the feds in play
@levelsio path dependancy, its pretty much a guarantee that the fed has to keep this up.. so bonds should rocket in an orderly fashion while stocks for instance could experience further turbulence due 2 unfolding events. reducing pain & volatility of the 'folio is jus as valuable as return
@bennpeifert@macroarb would like to see some of the real stitch ups there lol reminds me of the scene in Silicon Valley where they brain-rape the team for there algorithm lol