Obligationer
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Hej ungeee, Du kan eventuellt læse mere her:
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Bill Gross var i god tid bearish på lange obligationer - han er lidt kontroversiel(og kommenterer af og til), men skarp. Såsom Howard Marks. Vi skal vel tilbage til gode gamle dage, dvs tiden før qe for at få en fornemmelse for hvad "normalen" kan blive. I mellemtiden er gældsniveauerne på statsniveau blevet væsentligt højere og inflationen ditto. Brand i gaden overskrifter mht sydeuropa overskrifter og timing passer evt bedre - imo.
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