/biz/ - Business & Finance

>>12535178
>Bonds only inverted because the hikes this year were unique.
They were unique only in the sense that they came after a incredibly long period of near zero rates.

>So then you should know that the market rallys to all time highs after inversion right?
They might rally but if you're ignoring the yield curve as a recession indicator you're opening yourself to timing things incredibly wrong.

>>12535326
I don't read zerohedge, most of my economic opinions come from reading theory, emperical papers and listening to actual economists.

I am far from a permabull, my strategy demands I renter the market at lows and keep buying until we're late cycle again. Due to the way accumulation and monetary policy work in modern capitalism, I have little doubt new bubbles in equity will form, probably to newer even more spectacular heights.

The fact is, I've been beating the market. On the money I actively managed I got about 4-5% returns last year. A defense strategy in today's market is a winning strategy.