You know I like to get out as soon as there's the first sign of a loss of momentum and we have a pretty decent gain for 1-day. I'm more than happy to look at re-entering the call position, but for now, I'll take the gift and run.
The MCP long equity position will stay in place.
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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