FYI: A reader asks Ben:
Does your Bond Bear Market note contradict your previous case for bonds? The conclusions are unclear to me.
Ben could see how this could be confusing. In a post last week he discussed the potential for bonds to do well if all the right pieces fall into place which was followed up this week with a piece showing an enormous risk in bonds historically.
Regards,
Ted
https://awealthofcommonsense.com/2018/10/allow-myself-to-contradict-myself/