Nope, largely an overreaction to the bond market pop late last week. I expect this to happen around the 4%+ in yield and not 3.2%. I guess the market is factoring in all that cheap debt. This is definitely a good infliction point but nowhere near panic levels ATM. Probably another 2 years (Oct 2020) before I start paring back holdings for a more defensive exposure...
Boral - Sharp Falls, page-60
-
- There are more pages in this discussion • 17 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
