I think a growing number of investors are starting to realize that the risk/reward tradeoff in long-term Treasuries is improving.
Higher for longer till something breaks is what I reckon. Might be a tad early for this call. Good analysis overall I’ll keep this on my radar.
Timing, of course, is impossible to know. Everything has moved slower than expected this year - the arrival of a recession, rate cuts by the Fed, junk bonds collapsing. This may very well take a while to play out too.
I think so too. I’m gonna wait for price action to confirm your thesis and hop in. Keep up the great work!
Appreciate it! I'll do my best!
Higher for longer till something breaks is what I reckon. Might be a tad early for this call. Good analysis overall I’ll keep this on my radar.
Timing, of course, is impossible to know. Everything has moved slower than expected this year - the arrival of a recession, rate cuts by the Fed, junk bonds collapsing. This may very well take a while to play out too.
I think so too. I’m gonna wait for price action to confirm your thesis and hop in. Keep up the great work!
Appreciate it! I'll do my best!