
`I Need a Solid Panic’
What Goes Up
The Big Question This Year Is, How Do You Play Defence in This Stock Market?
The big question this year is, obviously, how do you play defence in this stock market? I got to say that when i look at the bond yields where they're at, now, yes, i know they're still negative on a real basis and inflation adjusted. But if you have some sort of faith that inflation is going to come back to two %, are treasuries attractive yet, or they are they looking cheap too it all ye. The only innovation i would like from apple is a watchband that y stays on your wrist. A wi, just as amemortem. Cok. O but i do think like two 75. What isni'tnegative on a real
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