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Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
lets wait and see
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
Interesting take that bitcoin now moves with interest rates. I’d need to look into it abit more, but if that’s the case it’ll be a great hedge and a good buy to diversify my portfolio
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
From hike to fall, long-end Treasury yield fell. Even bond yields also fall. Glad for Warsh to cool and revive the AI optimism.
For the five opportunities for capital rotation, I don’t have preference due to every company have their own focus areas, strengths and weaknesses, and even more or slight or abilities.
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
Prices don’t go up in a straight line, stick with high quality companies. If really must choose one, mags , buy and hold long term.
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
good
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
Kevin Warsh's dovish comments on AI reduced the likelihood of an October rate hike to under 15%. This shift, along with falling Treasury yields, sparked a capital rotation into small caps and specific sectors like consumer discretionary, easing pressure on megacap stocks.
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
Warsh is another crown with Trump. whenever one of them talks, it will never helps but pushed the prices and markets even lower
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
In the short term on yield remaining relative high will allow the stock market to drop as higher yield allow the money to be earn with lesser risk compared to the stock market so money will be rotated out from the market same with how high oil prices per barrel will also differ people from investing because uncertainty of majority movement whether to upside or downside differ people from placing money into market.
TLDR short all those with negative or weak cash flow and consider buying companies (DCA slowly) with high positive cash flow with low or zero debt (value companies) for the long term 5-10 years.
Odds of an October hike fell below 15% after Warsh spoke, from about 27% beforeLong-end Treasury yields fell faster than short-end yields as money sought safety in long bondsSmall caps and equal-weigh...
