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The Last Trade E001: The first Last Trade, Bitcoin is Superior to Real Estate
Onramp Media
The 60-40 Portfolio Is Cooked
The secular bond bull market in real terms is more or less over. Even if rates go lower and bonds and long-duration assets see a bit of appreciation, it's peaked. So I don't really expect a happy ending here, but I don't know exactly how the dominoes will fall.
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