Thanks Mike. I'm consistently seeing talking heads clamoring for and expecting rate cuts yet the data you provide is suggesting otherwise. I hope your analysis is correct and long term rates are going much higher.
My favorite part of your daily letter Mike is the analysis of bond yields and inflation. Terrific stuff. I read it every day. Very helpful.
Thanks Mike. I'm consistently seeing talking heads clamoring for and expecting rate cuts yet the data you provide is suggesting otherwise. I hope your analysis is correct and long term rates are going much higher.
My favorite part of your daily letter Mike is the analysis of bond yields and inflation. Terrific stuff. I read it every day. Very helpful.