Bond Baba's been hyperactive. Because things in the bond market are berserk. Yields have gone up so much you sometimes wonder why we should even bother with equity? Look at the Bond Sheet that Bond Baba sends Deepak every day, which is posted on the #bonds-and-funds channel.
This is a good question. Buying bonds has a certain set of advantages (and disadvantages) over doing something else. But first, what is that something else?
The last few weeks have been...interesting. (I heard there's an understatement of the year award up for grabs). For the world in general, and the tiny ...
It seemed like the month with no end. We did three rebalances through the month reducing equities first to 40% and then to 20% of the portfolio. At the same ...
Much as we see the absolute carnage in markets, we tend to blame it on the sinister impact of the virus. But there seems to be something else happening, ...