1.Recession Trading...
Stocks typically drop the most within the first 6-months of recession
But actually do decent in the final stages
$.SPX(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$
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2.Do bonds still have a roll in modern asset allocation strategies?
YES
The stats on bonds as a diversifier are extremely compelling, albeit I would note you need to pay attention to risk management and changing conditions (and p.s. 2022 was highly predictable, avoidable)
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3.Retail investors could not care less about the new bull market in gold $Gold - main 2502(GCmain)$ .
Portfolio allocations still hovering around the lows:
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