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Konsaki 1 point ago +2 / -1

Better own bonds, because they have positive carry and backed by Fed (that's the logic anyway).

  • USD is losing value.

  • US bonds are based off USD.

  • Gold is 'universal' and not based off USD.

  • 'It's better to have bonds over gold'.

wat?

1
factdigger 1 point ago +1 / -0

Positive carry and EM bonds.

Institutions must produce yield.

Don't be stupid, think it through.

And don't trust me, look at gold price and international money flow numbers.