"Nothing lasts forever, and we both know hearts can change..."
The immediate (12-18 month) horizon probably doesn't have carry a tremendous level of downside, but you could get a curve inversion in that frame. Let me put it like this, though. Do you think we're past the halfway point? To me, it's likely we are. Not saying we're 95% past it, but 70% past it? Yeah, could be. In 3 more years we'll have had midterms and presidential elections, and have presumably seen most of the QE unwind. Just saying I wouldn't do anything that required nearly-uninterrupted equities gains for another 8-9 years.
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In response to this post by Tafkam Hokie)
Posted: 01/17/2018 at 10:07AM