Quote from ASusilovic:
So what does your DCF model say if bond yields are rising ?
Bond Yields (10yr): US (2.515%); UK (2.934%); JPN (0.875%); GER (2.485%): GRC (9.172%); POR (5.745%); SPN (4.144%); ITY (3.859%).
It says buy em low, and sell em high. Should give a nice discount for the value buyers.

