Doug Kass takes another stab at shorting long-dated Treasurys, noting (among other reasons) fund flows - which have seen an unprecedented wave of money coming out of stocks and into bonds - have reached a tipping point. The bleeding of stock funds looks to have stopped, meaning an "inevitable" reallocation from fixed income to equities is coming.
Doug Kass takes another stab at shorting long-dated Treasurys, noting (among other reasons) fund...
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