The market did what I suspected for the most part, it's now losing steam, I'll have some charts up momentarily, I want to asses whether it is prudent to add any short duration positions here or not, the main risk is the duration itself.
Is interest rates about to start going up?
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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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