Yes if inflation and rates move higher that’s not great for bonds in the short run. But much larger margin of safety w/4-5% yields than when they were 0-1% - ThreadSky

bencarlson007.bsky.social • 60 days ago

Yes if inflation and rates move higher that’s not great for bonds in the short run. But much larger margin of safety w/4-5% yields than when they were 0-1%