Fundamentalist

Sep 29, 2026 · bullish

(https://www.cnbc.com/2026/09/29/investors-who-have-shunned-diversification-face-maybe-the-best-buying-opportunity-for-bonds-in-decades.html) what looks like a bond-buying opportunity for the first time in years, and the consensus narrative is that this forces a 60/40 rebalance. Wrong angle.

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