Corporate Bonds Haven’t Been This Cheap Since 1932 [View article]
Why are stocks so much more expensive than bonds? The reason is that investors are told to buy and hold stocks. Not only that, they are told to buy stocks every month. They are told that stocks yields 10% every year forever. Why would investors buy bonds?
IMHO, this "arbitrage opportunity" shows that investors are still very much long term bullish. Smart money has sold corporate bonds either because default risk is high or because of expected inflation. Dumb money has purchased stocks and treasury bonds. Looks to me like gold and corporate bonds are the best combo.
Corporate Bonds Haven’t Been This Cheap Since 1932 [View article]
IMHO, this "arbitrage opportunity" shows that investors are still very much long term bullish. Smart money has sold corporate bonds either because default risk is high or because of expected inflation. Dumb money has purchased stocks and treasury bonds. Looks to me like gold and corporate bonds are the best combo.