Ready For The 30-Year Commodity Mega-Trend? | David Knight Legg
Wealthion - Be Financially Resilient
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The Fed's First Tool Is Jaw Boning
We're tactical in some asset classes. We have had aa pretty healthy cash position for quite a long time, and i think that's the only way really to react to a crash prone market. The shorter term end of the curve has become more attractive. With that kind of return, there's not much reason to take risk, in our opinion, in corporates or low yielding bonds. And so we put a relatively small position on in two year Treasury notes. For the first time in a long, long time have we got an interest in an anything other than tea bills.
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