while WE slept: USTs higher on light vol; DOTS darts <GO>; "No Landing = Stocks Beat Bonds"; ... and, "Time to worry again about rising interest rates? Stay tuned!" (a MONTHLY look at 10yy)
while WE slept: USTs higher on light vol; DOTS darts <GO>; "No Landing = Stocks Beat Bonds"; ... and, "Time to worry again about rising interest rates? Stay tuned!" (a MONTHLY look at 10yy)
Was gonna mention that Bloomberg-SW piece yesterday but it popped soon after you Sent so figured you'd catch it; yup so interesting a take required me a reread!
I have a hard time accepting that 'Dot-Mania' is a reality today :(
MacroTourist is a funny bastard, I only enjoyed a few early COVID months before he went Paywall :(
MOAS-mother of all stimulus pre CARES-Act, may've been 1 of the most prescient calls in modern financial history. If only I had Been 1 with the Bubble :(
Was gonna mention that Bloomberg-SW piece yesterday but it popped soon after you Sent so figured you'd catch it; yup so interesting a take required me a reread!
Great minds think alike (or fools never differ)
Awe I'm HIGHLY flattered no BS truly high praise :)))
I have a hard time accepting that 'Dot-Mania' is a reality today :(
MacroTourist is a funny bastard, I only enjoyed a few early COVID months before he went Paywall :(
MOAS-mother of all stimulus pre CARES-Act, may've been 1 of the most prescient calls in modern financial history. If only I had Been 1 with the Bubble :(