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Will Janet Yellen Pull the Trigger? | Andy Constan
Forward Guidance
The Importance of Balanced Portfolios
The only real places that you can find balance in a portfolio of, you know, bond stocks commodities and hard currencies is China and the United States. And so I'm pretty bullish on those currencies for that reason. US offers nominal bonds that have a fairly decent return and so are decent expressions of anti growth anti inflation assets That one needs in a balanced portfolio. JGB is don't offer that.
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