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A Challenging Narrative

www.overlookedalpha.com

A Challenging Narrative

Stocks may be attractive when compared to bonds. But there are reasons to doubt the low yield, buy stocks narrative.

Overlooked Alpha
Sep 23, 2020
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A Challenging Narrative

www.overlookedalpha.com

There is a wonderful narrative going around Wall Street that goes something like this:

“Sure, stocks look pricey but with bond yields so low, they’re still a good bet.”

On the one hand, this makes sen…

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