Bonds Aren't a Good Alternative

In the seventies, we were running a value portfolio and the bonds dropped like a stone. And the blue chips went down just as much as the junk. So that conceptof bond of roscation isn't one you can count on. You mentioned commodities, certainly real assets in general. We do poles on twitter on occasion, just to check sentiment. But it was a very low percentage. I mean, vast majority was less than five%. And then there was like a bar bell. There was like 20 %. That's all canadians and australians. No one else, probably. Well, you can't have too much money in commodities, because it doesn't exist

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