Antti Ilmanen, AQR – Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least | #413
The Meb Faber Show - Better Investing
Stocks and Bonds Look Pretty Stinky
This seems to be in u gas. Have touched on this before, a rare moment when both us. Stocks and us Bonds look pretty stinky. And i don't know how it's going to materialize. I use his terminology, slow or fast pain. Slow pain is that things stay expensive,. The other possibility is that you get the fast pain, things cheapenn andthi we might be getting both awayow.
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