Buy US Treasuries? Yep. That’s the call I’ll be spending the next 2 days making. Boston isn’t exactly the town of bond kings btw. Fully loaded with some of the biggest Emerging Market Bulls in the world, this is one of the epicenters of Global Equity investing.
Since I’m asset class and investing style agnostic, I’m cool with that.
In fact, teaching myself how to buy the right exposures (and get out of the wrong ones), across Global Equity markets, when I’m bearish on growth and/or inflation is one of the most important things I’ve learned in the last decade.
Put simply, when an economy is headed into Quad 3 or 4, we always have a slice of an equity market we like.