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There's a lot of wiggle room for yields to rise before they impact prices. Here's a pretty solid and digestible blog post on it: https://brooklyninvestor.blogspot.com/2016/11/bonds-down-stocks-up.html

Wow, where to start? Trend following is good, but results are volatile and you will, after a while, probably look to improve upon the strategy. In terms of equities, I like market timing with econometric models and sentiment. But, I'm partial since that's what I do and what my company is...

ASTE is probably a pretty interesting stock. It has exposure to the agriculture and mining industry at a time when a monster bear market may be turning. It also has sizable construction exposure just before a new political cycle which has been framed by a meaningful discussion of...