The 60/40 Portfolio Acquired Us in Bother

The 60/40 Portfolio Acquired Us in Bother

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To the Editor:
Sure, bonds are lastly a viable choice, however for years and years, they supplied scant yield plus excessive danger when charges lastly did take off (“It’s Time to Cease Crying About Bonds and Purchase Them As a substitute,” Cowl Story, Oct. 27).

That didn’t cease the wealth administration trade from relentlessly pushing the portfolio of 60% shares and 40% bonds, and now we’ve seen the outcomes.

Brian Henry,

On Barrons.com

Doing the Math

To the Editor:
I’ve been round for some time, and that is the primary time in my life the place there was a serious geopolitical occasion with out the greenback or Treasuries getting a bid (“Traders Are Frightened About Authorities Spending,” Oct. 27). It isn’t that traders aren’t taking the Gaza state of affairs severely; gold is up about $150 since this began.

I think that traders are doing the maths. Not solely is our ever-expanding debt unsustainable, but additionally there’s doubt as as to whether it may be serviced in need of monetizing it.

Commercial – Scroll to Proceed


Most individuals would regard the concept of swapping out Treasuries for gold as insane.

As Ken Kesey identified in One Flew Over the Cuckoo’s Nest, generally the insane is sane.

Gene Candy
Chicago

Commercial – Scroll to Proceed


Knowledge of the Crowds

To the Editor:
Eighty-five % of Large Cash Ballot respondents suppose the 10-year Treasury will probably be 5% or decrease this time subsequent yr; 75% suppose the federal-funds fee will probably be 5.25%-plus; and but solely 46% guess {that a} recession will are available that point (“Large Cash Execs Are Break up on the Outlook for Shares. However They Are Followers of Bonds,” Oct. 27).

Let’s see if the bear steepener has something to say about this, or perhaps the knowledge of crowds foresees a brand new curve-inversion clock beginning subsequent yr.

David Johnson
Brooklyn, N.Y.

Commercial – Scroll to Proceed


Blanchflower’s Analysis

To the Editor:
This was one of the vital essential and insightful interviews that Barron’s has ever revealed (“Unhappiness Is Consuming Younger People. It May Hobble the Economic system,” Interview, Oct. 26).

Dartmouth Faculty professor David Blanchflower’s analysis on antagonistic childhood experiences has make clear a essential but typically underestimated issue contributing to prevailing labor market challenges and generational financial malaise.

Increasing protection on the intersection of psychological well being and monetary markets would enormously profit Barron’s readers, enhancing their understanding of this new financial panorama.

Rishi Jaggernauth
Ocean, N.J.

Ship letters to: mail@barrons.com. To be thought of for publication, correspondence should bear the author’s title, deal with, and telephone quantity. Letters are topic to enhancing.

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