I have no idea what ‘barrons article’ you’re talking about.

I think it’s a mistake to assume bonds and equities will ‘eventually’ correct. The inverse relationship is modern and as a hedge, it failed miserably. People positioned their retirements religiously around it like gospel and were shafted.

While i don’t buy what Dalio is selling, i think the all weather fund and similar strategies will continue to gain traction with bonds playing a smaller role.

And i think it’s a mistake to assume inflation will keep people out of cash. The market is positioned for a massive event style move, higher or lower, not business as usual.

Cash on the sidelines is necessary to capitalize on it. The opportunity cost of not having cash to deploy is greater than the inflationary impact towards cash.

I think the hype around potential Japanese monetary policy shifting is overblown.

And Powells most recent statements about immigration impact on the wage/price/inflation situation had him exceptionally dovish