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Archive of entries posted on 30th December 2014

How should I manage my equity investments, long-term. But buy long-term bonds today.

From my friend who knows these things: Oil is breaking to new lows.  Probably headed to $40.  And copper too! The Ruble is back in free fall again.  Here’s my Ruble forecast: Parity with the Yen! It all screams:  Buy (long-term) Bonds! In another email, he writes: http://www.bloomberg.com/news/2014-12-29/u-s-bond-sentiment-is-worst-since-disastrous-09-as-fed-shifts.html Bearishness has reached 100%!  Yields (on American […]