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Pastimes : The Philosophical Porch

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To: Rarebird who wrote (23042)	8/3/2024 2:55:07 PM
From: Real Man	Read Replies (2) of 23963

I was just pretty scared going long bonds since I am not a bottom picker, and I still am pretty scared. I am exposed to some credit risk since I am long a general bond fund rather than TLT. The bonds are AAA-s and treasuries but we know from 2008 how AAAs can turn into Ds. I think the Fed will protect bonds though. I don’t think that bonds go opposite to stocks, not necessarily, in the last 3 years these go together. I don’t short anything. I am not cocky at this point either. Bonds tend to have a problem with the Fed’s printing press, I just think there might be a long enough time window between bonds responding negatively to a new round of QE and rate cuts. Maybe these markets will respond traditionally, bonds up when stocks down into recession.

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