excellent analysis with a lot of^pragmatism; maybe we won't stall because of the end-of-year seasonality; but if not, we're indeed gearing up for an air pocket in early 2024.
Terrific analysis, thank you! While I am torn on where yields may go (at least near term), this is certainly an "uncomfortable" market and one where risk/reward, and risk management in general, remains the highest priority. Keep up the great work and thanks again!
excellent analysis with a lot of^pragmatism; maybe we won't stall because of the end-of-year seasonality; but if not, we're indeed gearing up for an air pocket in early 2024.
Thank you for the kind words!
Great stuff Jim as always. I would prefer the market to tank and long term treasuries rally please :)
I appreciate your work.
Thanks Douglas...I'm not sure I can accommodate your market preferences but hey, you'll be prepared when it happens!
Terrific analysis, thank you! While I am torn on where yields may go (at least near term), this is certainly an "uncomfortable" market and one where risk/reward, and risk management in general, remains the highest priority. Keep up the great work and thanks again!
Thanks, as always, JS!