Eric Balchunas
Eric Balchunas|Mar 31, 2026 12:14
With equities down and gold in the gutter (zero corr can be a nasty surprise), investors are PILING into treasury ETFs, which took in about $30b in March, over double recent monthly avg, namely ultra short like SGOV and BIL as anything further out on curve is ALSO down. Nowhere to hide really. Arguably the best option is cash or just do nothing and be patient.(Eric Balchunas)
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