FinThink Research

FinThink Research

FinThink Surveillance

A Financial Indicator That No One is Talking About!

Let's talk Economics!

FinThink's avatar
FinThink
Jul 15, 2023
∙ Paid

Let's Forecast the economy. Smart money or money managers

Every time Bond Markets generate a higher return than Equity Markets money managers unwind their equity positions and increase their Bond holdings. The idea is that it makes more sense to earn a 4% return in Bonds than it does to possibly lose money in Equities.

But while money managers move some o…

User's avatar

Continue reading this post for free, courtesy of FinThink.

Or purchase a paid subscription.
© 2025 Peter Liberatore Nunes · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture