《The Sector Rotation Just Changed. Here’s What’s Leading》
BIL是曲线短端的优选债券投资，超额收益在此端。
看涨
而我们有IEI、SHY和BIL。那是曲线的短端，是真正的明显表现优异者。
And we have IEI, SHY, and BIL. That's the shorter end of the curve as real clear outperformer.
最重要的信息是，债券投资的偏好应该放在曲线的短端。BIL、SHY、IEI。所以，那是1到3个月、1到3年、3到7年。那就是你的阿尔法所在。那就是你的超额收益所在。
The most important message is that the preference for bond investments should be on the shorter end of the curve. BIL, SHY, IEI. So, that's 1 to 3 months, 1 to 3 years, and 3 to 7 years. That's where that's where your alpha lies. That's where where your outperformance lies.