Bonds are the bubble, gold is the pin – Ep 535

* Significant moves in the bond market today.
* Coronavirus is inflationary.
* US has never been less credit-worthy than it is right now.
* US treasuries have the lowest yields in history and are GUARANTEED TO LOSE money.
* Bond market is now undisputedly a bubble, but CNBC spins a different view.
* I won a bet.
* Perspective is everything when it comes to an investment strategy.

 

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