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It's a Winter Warming Spell - But More Snow Ahead for Markets

Richard Shaw:

Maybe its because Friday evening is not a big reading time on SA, but I was surprised not to find more comments for such a good article. At least the comments that have been made are thoughtful and informed.

I would add one little sidebar to your demographic reason (#12). I think that retirees are (or at least should be) very careful with bonds as well as stocks. Corporate bonds (AAA) may be a little better than long-term treasuries, but when a steepening yield curve combines with rising short-term rates, bond investors had better be alert. Municiples may be fraught with risk as well. Short-term tresuries and TIPS should be overweighted.

Just my little addition to your fine work.