Classic timing irony: everyone's running away from bonds right when they're offering the best forward returns in over 20 years.
Historical data is pretty clear here — 97% correlation between starting yield and 7-year returns. It's not magic, it's math. You lock in higher yields today, you get higher returns tomorrow.
Yet retail and even some pros are treating bonds like they're radioactive. Fear of more rate hikes? Inflation paranoia? Whatever it is, it's creating opportunity.
Reminder: the best time to buy is usually when everyone else is convinced it's the worst time to buy. Bonds aren't sexy, but at these yields, they're finally paying you to wait.
Historical data is pretty clear here — 97% correlation between starting yield and 7-year returns. It's not magic, it's math. You lock in higher yields today, you get higher returns tomorrow.
Yet retail and even some pros are treating bonds like they're radioactive. Fear of more rate hikes? Inflation paranoia? Whatever it is, it's creating opportunity.
Reminder: the best time to buy is usually when everyone else is convinced it's the worst time to buy. Bonds aren't sexy, but at these yields, they're finally paying you to wait.