Money For Nothing - Dire Straits Loom In 2020

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About: iShares iBoxx $ High Yield Corporate Bond ETF (HYG), XLE, XLRE, XLU, XLV, Includes: AGG, AWF, BBEU, BKLN, BND, BSV, DB, DIA, DIS, DXJ, EMB, EWG, EWJ, EWU, EZU, FEZ, FXI, GOVT, HEDJ, IEF, IEUR, IEV, IWM, JNK, LQD, MCHI, QQQ, SCHR, SHV, SHY, SPY, TIP, TLT, TVIX, TWTR, UUP, VCIT, VCSH, VGIT, VGK, VXX, XLB, XLC, XLF, XLI, XLK, XLP, XLY
by: The Macro Teller
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The Macro Teller
Macro Trading Factory
Looking to outperform the SPY on a risk-adjusted basis, in a relaxed manner
Summary

The Macro Teller, a new name but not a new face on SA, is focusing on the big picture: market outlook, macro views, and asset allocation.

In this article, I'm discussing the markets in 2020, and what investors should be looking for, by answering a set of targeted questions.

2019 was a "Big Bang Certainty," but is 2020's "Big Bang Theory" heading the same path? Can the longest bull markets ever become even longer?

What is the best idea for the year from an asset-allocation perspective, is there more than one way to play it, and why investors should be very careful implementing it?

I'm happy to share my thoughts, views, and concerns ahead of the new year, but most of all, I'm looking for 2020 to deliver some really good tunes!

Background

The article you're about to read is The Macro Teller's ("TMT") first publication on the Seeking Alpha ("SA") platform, under this name. Nevertheless, TMT is not a new face on SA, rather the