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Good article. People who have been bailing out of bonds and EM (and some of them even read MFO!) because of recency rather than a tactical/momentum plan will benefit those that stayed with a balanced allocation or those that had a tactical allocation plan as they come streaming back and contribute a percent or two right at the top.
We may see this play out in bonds in the second half of this correction that I expect shortly.
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We may see this play out in bonds in the second half of this correction that I expect shortly.