Contrarian Value Ideas

[fung_derf]

Bonds may not be a terrible play right now. Looking at $TNX gives an indication of a possible pullback in rates right now. I'm not sure that Trump and the Fed are on the same page.
I went to a semi interesting seminar last week on how Social Security will survive and I didn't realize how interest rate dependent it is.

FWIW, one of my better buys years back was laddering zero coupon muni bonds for 20 years. However I think I'm too old now to do that again. I guess if I'm buying bonds today, I'd be buying ETF's, and I really am not a fan of ETF's.