Would highly encourage everyone to read Steve Bregman's Q1 2020 market commentary letter. A ton of detailed, eye-opening arguments that apply to all holders of both equity and bond investments.
$SPY $TLT
https://horizonkinetics.com/wp-content/uploads/Q1-2020-CVALUE-Review_FINAL.pdf …
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Bregman also owns exchanges (
$CME,$CBOE,$ICE ) and has good explanations for why - below is Bregman's$CME thesis:pic.twitter.com/fOSbsiwncK
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