Date post: | 28-May-2015 |
Category: |
Economy & Finance |
Upload: | cabot-wealth-management |
View: | 1,584 times |
Download: | 2 times |
The Alarm Bell is Sounding#1 Mutual fund inflows (Heavy Buy Activity End of Cycle)
#2 A recovery will limit fear and uncertainty (Reduce Demand)
#3 Inflation Expectations will Rise (Negative Real Returns)
#4 Bond Yields will have to Rise to attract investors
#5 Bond returns need to be fair and reasonable (Important Logic)