November was another good month with equities rising 5.4% while long-term bonds also rallied. A 60/40 portfolio did extremely well with both sides working. The dollar finally fell hard providing that lift. The dollar is now the safe haven over treasuries and when it falls, money is flowing out into risk.
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Yield Hunting | December 2022 Newsletter
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November was another good month with equities rising 5.4% while long-term bonds also rallied. A 60/40 portfolio did extremely well with both sides working. The dollar finally fell hard providing that lift. The dollar is now the safe haven over treasuries and when it falls, money is flowing out into risk.