Daily Archives: January 1, 2025

22Nov12:17 pmEST

Almost Time to Take Youse Guys on Again

Say what you will about equities this year. But the fact of the matter is that I have been very much in tune with the bond market, trimming an overweight TBT long (indeed, which had been my largest position by size, which is basically a bet on higher rates that I had been swinging for virtually all of 2023) last month.  At issue now is whether...

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