- When growth is the dominant factor, stocks and bonds tend to move in different directions. Today, as in the 1970s, stocks and bonds are perfectly correlated, creating a more difficult environment for investors.
- In the current economic environment, which is dominated by inflation and Fed action, stock and bond prices may move in concert. This argues for finding and making long-term investments that are diversifying for a healthy portfolio.
- The US has likely entered a prototypical long-term debt cycle, which could potentially last 30 to 40 years
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