Here’s what to expect for the T-bill auction on 27 Feb
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What happened? Despite the fall in T-bill yields, many investors still seem
to be watching the upcoming auction closely. After all, some may be hoping
th...
3 hours ago
One relative was surprised at me not doing anything. Can like that meh look in his face? :-)
ReplyDeleteHi Uncle8888,
ReplyDeleteIf talking about the risk-exposed Tap 3 portion of your portfolio, then currently having 64% stocks to 36% cash (warchest) is perfectly logical, when current markets are not giving compelling valuations or yields.
I will say the main risk-on catalyst will be Trump-Xi deal. But even then may only provide a short-term boost to markets (12 months??).