Squared Conversation

Timestamps
What Happened Last Week – 00:09
What’s Happening Next Week – 12:55

Squared Portfolio Update

Squared Comments

3 Responses

  1. Thank you for addressing TLT in the 10/4 NFP update. It was my primary concern … but I also didn’t want to “sell low” only to see it finally rebound in a couple weeks or something.

    It appeared to me the Fed acted politically, cutting hard while raising the long run rate. NFP numbers appear to confirm that reinflation risk is still high.

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