Q: I am presently fully invested and want to raise 30% cash by selling some of my holdings…..My question is, where to invest the cash?? I used to invest in Short term bonds/tbills to preserve cash which roll over monthly but think that this is not the time for that as everything is pointing to lower interest rates! In your opinion would it be wiser to invest in longer term government bond etfs and if so which ones do you prefer? Thank you?

Q: David Rosenberg recently wrote an article relating to the outsized US debt situation.
One of his recommendations is high quality bonds. Would you agree with this assessment?
What high quality bonds would you purchase and what length of time - short or long term?
Thank you!

Q: I am looking to increase my fixed income percentage but this current market has me bamboozled. Major markets are basically even YTD despite Trump's tariffs still being on the books. There was a significant rally the other day because the US is “only” going to levy 30% tariffs and China will drop theirs to “only”20%! But while the markets go up, long term bonds continue to drop which I thought was a negative market indicator. So are things as mixed up and incoherent as I think? And with this background is now a good time to buy long bonds, short bonds or equal amounts of both?

Appreciate your insight.

Paul F.