Is There a Goldilocks Period in the Bond Market?

If inflation ticks up again and starts to show that it's rising, I feel like the bond market is going to ask for a really high interest rate. And when you see like, treasuries take up to rates that we're not comfortable with, that means that our precious risk assets are the most vulnerable. So, I think this sort of Goldilocks period is temporary and it will provide a good entry for shorts - but timing that short entry is going to be really important.

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