Buffett's short-term bond purchases.
$Direxion Daily 20+ Year Treasury Bear 3x Shares ETF (TMV.US)$ The news is that the PER of stocks has become too high, causing concerns about entering an adjustment phase, and there are no high-growth stocks to be found. Therefore, it is a natural move to put assets into short-term bonds. With that amount of assets, if my principal is guaranteed, I can repay it in a few months and 4% per year is enough, so I will do it all.
The key point here is that it is ultra-short-term bonds. The roles of short-term bonds and long-term bonds in the market are the same during economic downturns, but opposite during periods of uncertain sector rotation in a robust economy. Therefore, money is expected to flow from stocks to other sector stocks, cash and short-term bonds or gold, long-term bonds, as well as Trump sector and short-term bonds, cash, and gold. Ultra-short-term bonds are quickly redeemed, so they become a method of continuously buying and redeeming, so for now, it is interpreted that interest rates will not decrease due to Trump's inflation policy. Therefore, I have further deepened my conviction that long-term bond bear TMV can also go ^_^.
Well, in the case of Grandpa Buffett, it feels a bit like the end of life, doesn't it?
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NAS100メイン。SOX切捨て利確済。債券ETFは9月に完全売却済で当面入れない。トランプETFは金融、電力、防衛、公益に本気！
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ひろ0723 OP : I often see people who lump short-term bonds and long-term bonds together, but it's scary