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Jeffrey Gundlach, co-founder of DoubleLine Capital, a $60 billion fixed-income investment firm, last week said that if oil slides to $40 per barrel, the yield on the 10-year U.S. Treasury note could drop to 1%. Assume that Gundlach is right. If oil does fall to $40 and we do see a 1% yield on the 10-year Treasury, what should perform well?
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