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Originally Posted by Sooner or later
No. It was an interesting take on his reasoning.
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I liked his thought process as well. He makes a simple case for why various stakeholders (equities, fixed income, and the Fed) are behaving as they are and how that will likely [eventually] play out.
And I’ve also appreciated that his All Weather portfolio is unconventional, yet has performed well for many decades and for logical reasons: holding the right mix of uncorrelated assets should enable a portfolio to be more efficient/less subject to volatility.
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