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The 60 Forty Model Is Coming Apart
Bonds are the biggest, asit class, in the world right? They're far bigger than acties. The best a symmetric opportunity that i have ever seen in 35 years of managing portfolio risk is bqinRight? What is it? Agreed with you on that? What does it tell you about the 60 forty model though? Is it just coming apart?" "It could be a canary in the coal mine of some kind"