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Beginning last July, I began tilting a bit toward bonds over stocks, though I liked them both. On July 16 I wrote How Bonds May Be Setting Up Bullishly (Here Comes Goldilocks?). I suggested that the aggressive Fed tightening could bring the 10-year Treasury bond down to 2.4% from about 2.84%. I was also hopeful (and remain hopeful) that if the Fed were not going to lower short term rates, the bond market - in its wisdom - could keep the economy moving forward by pricing bonds higher; lower rates equate to higher