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4min chapter
The Game Has Changed
The Compound and Friends
Bonds Are More Attractive Than Stocks, Right?
Peter Tuckman: Nobody can really come up with a story where there's some sort of like imminent credit crisis. We invented nine trillion dollars between fiscal stimulus and we don't have any to worry about, right? He says the best valuation normalizer is not treasuries but triple B government bond yields. And what we find today is that because we've had the bear market in bonds,. we've had a bear market in equities, that's a pretty unusual occurrence over the last 40 years.
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