When Yields break higher:
• Risk Free Rates provide much better returns than recent past (~15 yrs)
• Compare risk/reward – what is ERP? Is it worth taking on risk?
• Paying down “bad” debt or avoiding taking on “new” debt at higher rates is prudent
When Yields break higher:
• Risk Free Rates provide much better returns than recent past (~15 yrs)
• Compare risk/reward – what is ERP? Is it worth taking on risk?
• Paying down “bad” debt or avoiding taking on “new” debt at higher rates is prudent