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'Stocks To Suffer' As Cost Of Capital Rises But Earnings Fall | Tavi Costa

Wealthion - Be Financially Resilient

CHAPTER

Why Am I Not Short Treasuries Today?

If we have a hard landing, could there very well be a period of time where capital is flowing both into treasuries and into gold? I do think it will. It's because the rotation from central bank perspective is not happening yet. All we're seeing is that new money added to the balance sheets is coming to gold versus treasuries. So as a fund manager, I think yields are going to be poised to go high. And in fact, given how positioning is so extreme on the bearish side, it's almost like, why would treasuries be rallying right now? There are so many big forces into that market that makes it so difficult to be bullish or bear

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