DVW

What We Don't Know about the Markets

"I just can't see stocks returning more than bond yields for the foreseeable future." -- really? Warren would disagree with you, or rather, he has disagreed. Take a look at why Mr Buffet is buying select stocks. It's not that he expects stocks to go on a tear from here, but that compared to bonds, they will outperform. In an inflationary environment stocks outperform.

Maybe you're right, but what we DO know is the government is printing money. That money most likely will cause inflation once the velocity of money picks up. The FED interest rate is nominally negative now. How exactly is that a bond friendly environment?

Personally I think bonds are the worst investment class going forward (3-5 years). Cash is next worst.

Time will tell. Good luck!