When everyone knows something is a fact, I am immediately suspicious. Pundits — and respectable advisors, seers, prognosticators, economists and other ‘experts’ — are all speaking matter-of-factly about the bond bubble. A competitor of ours had four articles in its print edition this week mentioning the bond bubble. I looked around for a differing perspective from someone intellectually equal to the task and Brent Burns, thankfully, stepped into the breach. Read More…