MacroVoices #404 David Rosenberg: The Bond Bullion Barbell
Macro Voices
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Reversal of Bond Bear Market and Potential Opportunities in Uranium
This chapter discusses the current state of the treasury market and predicts a reversal of the bond bear market in the coming year. It explores the factors leading to this reversal and highlights the potential for strong returns in long bonds. Additionally, it explores the potential opportunities in complementing portfolio exposure to gold and long duration high-quality bonds with uranium.
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