Second Stimulus - The big risk is not taper and removal of stimulus to a balanced portfolio. The big risk is that central banks will not tighten because they fear a global slowdown. The sort of portfolio you should own in the second case is wildly different than the first case.

7:02am PDT - October 6th, 2021

The big risk is not taper and removal of stimulus to a balanced portfolio. The big risk is that central banks will not tighten because they fear a global slowdown. The sort of portfolio you should own in the second case is wildly different than the first case.

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Andy Constan (@dampedspring)