BABAF - A Decade Of Outperformance May Be Followed By A Decade Of Underperformance
- The reflation trade is overcrowded as countries are reopening again. Uncertainties around the delta-variant are rising, but most of it is expected.
- Inflation came in at 5.39%, and bonds did not budge as the Fed is buying massive amounts of treasuries to keep rates artificially low.
- Growth vs Value - This is the decade where value will shine.
- China is deleveraging, and its crackdown on Bitcoin miners makes mining operations outside of China interesting again.
- How to successfully position your portfolio for the upcoming decade.
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A Decade Of Outperformance May Be Followed By A Decade Of Underperformance