notices - See details
Notices
KC
Kirk Cornwell (not verified)
28th March 2020 | 7:35am

Things ARE different now. Most importantly, the historical “risk-off trade” is very risky. Allocation really means percentages in equities, real estate, commodities, etc. If you believe interest rates are low “forever”, the bond portion and cash are simply uncommitted. Watch out, bonds are a commitment.