Do You Still Feel the Same Way About Boring Bonds?

Andi ows for a lot of agnosticism about the thing we should be agnostic about, which is the unpredictability of multiples. The worst case being that earning's growth does not over compensate multiple compression, and you get a negative return environment. My view is that one needs to, in the equity exposure be transcended from those things via a an invescet strategyThat is looking to free caso growth, earnings growth, to, most importantly, dividend growth  that comes from the increased capital return to shareholders. So that's my view on where equity cheapness is. And then that begs the question, do i still feel the same way about boring bonds