The Next Big Trade - Legendary Investor, David Rosenberg, Believes We're Going Into A Bear Market
Real Vision: Finance & Investing
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The Treasure Market Is Totally Oversold
The prevailing view is that we're into a new era of secular, structural inflation. So the trade is to be long, long duration, get by the long end of the curve. The fete will overdo it on the tightening side, like they always do, and precipitate the conditions for recession. Of course, fiscal policy is also tightening.
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