
Ep. 47: JC Parets: Are We Seeing More Stock Market Volatility In 2020?
Investing With IBD
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The TLT and the BND
We're probably late in the cycle. We were bullish interest rates, right? Figuring interest rates are going to go higher bonds are going to come off. That was sort of the thesis. Now we started to see more evidence suggesting the opposite,. Copper is breaking down relative to gold, right? So the copper gold ratio looks exactly like US 10-year yields rolling over. And if interest rates are breaking down to new lows in the US, that's probably also happening globally. I can't imagine stocks doing too well in that environment.
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