
If you have been buying bonds expecting a diversification effect, they can remain positively correlated to stocks for a long time...meaning moving together with... 60/40 stocks/bonds mix may be dead for a while.
Thanks to Crescat for the chart.
Join us today at 4:00PM (EST) for our Barometer Readings Webcast, with host David Burrows (@barometerca). #Finance #Investing #MarketUpdate
Register Now
Barometer Readings Webcast
barometercapital-ca.social-link.top
We are always looking for positive divergence. Dividend growth as a strategy began outperforming vs. high dividend securities prior to the 2022 market low (June) and continues to outperform in the recent market weakness...leadership themes tend to show strength early and hold up…