What's on your mind?
rate hike odd down
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 is the new Allen Greenspan. I believe the market will be bullish but AI stocks will no longer pump again like we used to see. We will probably see capital rotation but not in the 5 categories listed above. I would like to come up with my new category which is Pharma stocks. AI Will greatly benefit these industries next as it’s implications are vast
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...
like like like
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...
