Daily Archives: January 1, 2025
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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...