This is more clean up than anything.
I'll post the charts with the P/L which will be a lot more "L" than "P", but I think credit cracks first and I see some things I don't like in HYG so I don't see much reason to wait any longer.
Is interest rates about to start going up?
-
Yes, I know - it does not make any sense - FED is about to cut
rates...but....real world interest rates are not always what FED wants it
to be.
5 years ago
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