Hope all is well and everyones summer is off to a good start. For this note I am going to go with a different approach. In prior posts, I have gone with a macro themes and trade ideas. For this year, that has been slowing U.S. economic growth and a rally in rates, especially in the back end. So this note will encompass two distinct shifts; first it will not be me presenting a trade idea necessarily, and second, one of my mentors conveyed to me that I should "spell things out and not use abbreviations/vernacular so often," so in this post I will also attempt to be clearer with my thoughts. As Tolstoy said, "true life is lived, when tiny changes occur."
Post June 6
Post June 6
Post June 6
Hope all is well and everyones summer is off to a good start. For this note I am going to go with a different approach. In prior posts, I have gone with a macro themes and trade ideas. For this year, that has been slowing U.S. economic growth and a rally in rates, especially in the back end. So this note will encompass two distinct shifts; first it will not be me presenting a trade idea necessarily, and second, one of my mentors conveyed to me that I should "spell things out and not use abbreviations/vernacular so often," so in this post I will also attempt to be clearer with my thoughts. As Tolstoy said, "true life is lived, when tiny changes occur."