@Theimmigrant84 Wouldn’t use the term “ever” to describe a 21 year period for an asset class that has been around significantly longer.

@autodeepsimple According to BB yes

@Theimmigrant84 why? they thinking melt up markets?

@Theimmigrant84 Don’t be fooled!

@Theimmigrant84 they are RM guys so they are long only and they UW vs index but they are LONG. bearish and long - what a sad state to be in

@Theimmigrant84 @paranoidbull Maybe the market will go the other way? Contrarian trade?

@Theimmigrant84 Makes me want to load up on bonds.

@Theimmigrant84 The key takeaway is that @coloradotravis is not among the respondents in this survey.

@Theimmigrant84 Party like it's July 2007

@Theimmigrant84 Contrarian

@Theimmigrant84 EVER .. and you show a graph of 20 years... that tells me alot about investors out there

@Theimmigrant84 You say “ever”, I say “since 2001”!

@Theimmigrant84 Not arguing the overall point but is 22 years “ever”

@Theimmigrant84 That’s a reason to be long IMO

@Theimmigrant84 Depends on the survey.

@Theimmigrant84 Fuck that whole government sponsored Ponzi scheme and all its fiat currency. Crypto is gonna bring it all to its knees

@Theimmigrant84 @M_PaulMcNamara Assuming OW means Overweight and AA means Asset Allocators, doesn’t this just say that the respondents dislike bonds relative to other asset classes? That doesn’t mean they’re absolutely bearish.

@Theimmigrant84 All investors + central banks in aggregate must hold 100% of bonds at all times. So if Fed owns more and more of that pile, doesn't that automatically mean non-central bank investors are underweight? Or are Fed-owned bonds removed from benchmarks?