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In December I wrote, "VCLT: Long-Term Corporate Bonds Offer Worst Of Both Worlds" which explained why I believe long-term corporate Treasuries are perhaps the worst investment available today. Not necessarily because I believe they will fall more than others, but because they will fall far more than investors expect. Thus, adding tremendous hidden risk to one's portfolio.
As is the case with most of my ideas, vindication took some time. From December 10th to March 8th, long-term Treasury bond yields collapsed from 2% to below 1%, sending all long-term bonds much higher.