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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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    Nice summary but short on specific recommendations!
  • edited December 2021
    Recommendations having read just the “What to do”: do not short the market, do not bother sector tilts, go for factor investing. If one wishes to pursue factor investing, there are ETFs and OEFs to try. Having more than a couple of these vehicle might result in diworsification.
  • edited December 2021
    The charts make my eyes glaze over. But the text was a good read. The two of them express things so very well. Now I'll go to the one dated 06 December.
  • Conclusion: "...We also suggest a more careful approach to the riskier segments of the fixed income markets, such as high-yield corporate and emerging-market bonds. While current conditions are still positive, valuations appear stretched and vulnerable to a shift in the outlook for the economy."
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