60/40 portfolio

Damped Spring CIO on bonds: "nobody wants to own real Treasuries at 3% yield"

16 arguments: Why he says inflation only falls when asset prices do, what the Fed can and cannot do to 10-year yields, and why Japan is finally…

10 hrs ago • The Scuttlebutt

Tom Nelson: a good diversifier should occasionally disappoint clients, and boring works | The Disciplined Investor

Franklin Templeton's head of asset allocation on why owning a lot of things is not diversification, plus Andrew Horowitz on Operation Twisted, the gold…

Aug 31 • The Scuttlebutt

Jared Woodard: why 5% on the 10-year is only a warning shot, 7% is the level that bites, and why the 40 in 60/40 is the broken half …

The Bank of America strategist on 40% losses in 20-plus-year Treasuries, fallen angels and emerging market debt, commodities in place of the 40, and why…

Aug 29 • The Scuttlebutt

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