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Cash Is King In Multi-Year Recessionary Bear Market | Chance Finucane
Forward Guidance
Price to Earnings Ratio - Is That a Good Thing to Own?
When inflation is persistently high and in interest rates and treasury bond yields are persistently high as well The the bar gets even higher. So it's possible you stay in that range but if inflation starts to average out in that sort of higher level Then you're going to end up needing to accept some lower valuations and need an even deeper discount. When I spoke to ted in september, I said okay ted you love short-term treasuries What about going out farther on the duration curve to get a 10-year treasury? Maybe even a 30-year treasury... He said na uh that's you know We want to stick short-term in on the hindsight That was
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