It should be clear that I mostly blog about crypto these days.
However, one of the things that I still loose keep tabs on is the interest rates.
While everyone is getting giddy with fixed-income and fixed-income alternatives (like REITs) getting good capital gains YTD, I am very wary how long more it can continue. The yield curve has inverted in the middle, it looks retarded. Bond yields are going negative world wide and even in Singapore we are steadily marching towards that zero bound. Things look ugly to me.