116 days ago • Posted by Charles-Henry Monchau

Is the T.I.N.A (There Is No Alternative) trade over?

“The problem today is that the relationship between the 10 year US note yield and the S&P dividend yield has reversed. With risk-free rates of return rising, the 10 year US note now DOES provide an alternative – especially with the S&P dividend yield plummeting.” – Doug Kass

US 10 year bond yield vs. S&P 500 Dividend Yield