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...
Nope, largely an overreaction to the bond market pop late last...
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