Quote:
Originally Posted by Chick Webb
Agreed, volatility is great for trading. But inflation + rising rates + geopolitics = tough for investment.
I heard a good interview the other day in which the interviewee opined that we were going to be stuck with inflation for quite some time due to 1) declining labor force/productivity, 2) de-globalization, and 3) de-carbonization. The "3Ds", he called them. That seemed spot on to me. Boomers retiring, on/near-shoring, and weaning off of oil are all going to be drivers of higher prices for the forseeable, I think.
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Thoughts on the current bond yields? I'm tempted on the 2-year note.
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