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The Great Rotation May Finally Be At Hand

TedTed
in The Bullpen
FYI: Bets on the flow of money out of bonds and into stocks have misfired this year as low yields have kept the global debt party going. But there’s a sign markets may be on the cusp of a post-crisis shift: So far this year stocks have had a higher risk-adjusted return than bonds.
Regards,
Ted
https://www.bloomberg.com/news/articles/2017-07-21/prepare-yourselves-the-great-rotation-may-finally-be-at-hand
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