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@mistersql is that tax cuts and (possible) populist spending increases mean HUGE interest rate hikes. That will cause money to move out...

@mistersql of bonds and into *something*, & might as well be stocks. The total $ in bonds in the US is gigantic. A small exodus from bonds..

@mistersql would cause a huge rally in stocks. When the market for life jackets on the Titanic skyrockets, that isn't optimism.