Great Rotation equals sloppy thinking

Have you been gullible enough to believe all the recent talk about a Great Rotation? If so, I have a bridge I want to sell you. The so-called Great Rotation, of course, refers to an imminent huge shift of assets out of bonds into equities that will cause stocks to skyrocket. The underlying cause of…

More here:
Great Rotation equals sloppy thinking

Great Rotation equals sloppy thinking

Have you been gullible enough to believe all the recent talk about a Great Rotation? If so, I have a bridge I want to sell you. The so-called Great Rotation, of course, refers to an imminent huge shift of assets out of bonds into equities that will cause stocks to skyrocket. The underlying cause of…

More here:
Great Rotation equals sloppy thinking