This column originally appeared on Real Money Pro at 8:31 a.m ET on March 14.
NEW YORK (Real Money) -- Last night, I was on "Fast Money" with Michelle Caruso-Cabrera, Guy Adami, Brian Kelly, Hedgeye's Keith McCullough and Karen Finerman.
I addressed the end of the bull market in bonds.
- diminished flight to safety;
- flow of funds out of bonds and into stocks;
- recovery of confidence;
- rising inflation; and
- the failure to address the U.S. fiscal imbalances (specifically, Europe has made progress, as evidenced by lower sovereign debt yields and rising markets).
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