The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market. (hussman.net)
The best framework for bonds protecting portfolio capital during equity bear markets is: average to above - average starting bond yields, with an average to above - average rate of inflation — which is set to decline in a recession - induced bear market. (hussman.net)
-LSB-...] dividing the total portfolio capital over the total number of positions, say 10 to 30 stocks) or Kelly weight our best ideas. (greenbackd.com)