From: The Aleph Blog - 5:30am - July 26, 2012When it comes to bonds I have four main ideas. Invest in areas where you are more than adequately compensated for the risks. Try to be as unconstrained as possible. After a credit crash, wait for the momentum to return to credit, and pile on. During a time of debt deflation, be willing to hold [...]
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Source: http://ewallstreeter.com/on-bond-investing-1591/
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