I wandered across a summary article of this yesterday on Seeking Alpha (https://seekingalpha.com/article/4660493-bonds-beat-stocks-o...) and meant to come back to it. Thanks for posting! Are you the author?

Searching now, I also see this shorter overview that might be useful for people wondering what this is about: https://www.ft.com/content/3859b6e0-c80e-4f34-98b7-eb528ab9e...