‘Worse Trouble Ahead’: How The Middle Class Is Getting Wiped Out | Ted Oakley

Подписаться 172 тыс.

Просмотров 85 тыс.

50% 1

Get 20% off on Doug Casey's "Crisis Investing" newsletter by using this link: CrisisInvesting.com/Davidlin
Ted Oakley, Founder of Oxbow Advisors, is warning that the middle class will continue to struggle this year, and that over the next 10 years, stock market returns will likely stagnate.
*This video was recorded on May 23, 2024
Listen on Spotify: open.spotify.com/show/510WZMF...
Listen on Apple Podcasts: podcasters.spotify.com/pod/sh...
FOLLOW TED OAKLEY:
Oxbow Advisors: oxbowadvisors.com/
Twitter (@Oxbow_Advisors): / oxbow_advisors
RU-vid: / @oxbowadvisors
FOLLOW DAVID LIN:
Twitter (@davidlin_TV): / davidlin_tv
TikTok (@davidlin_TV): / davidlin_tv
Instagram (@davidlin_TV): / davidlin_tv
For business inquiries, reach me at david@thedavidlinreport.com
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - Intro
1:15 - Recent eco data and the Fed
7:15 - Consumer sentiment
10:45 - Treasuries
15:36 - CRE bonds
17:35 - Growth/value stocks
23:00 - Cash position
25:50 - Real assets
31:00 - Consumer staples stocks
32:00 - Trading
33:54 - Passive vs. active investing
33:50 - Personal finance
#stocks #investing #economy

Опубликовано:

22 июн 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 295

@TheDavidLinReport 27 дней назад

Get 20% off on Doug Casey's "Crisis Investing" newsletter by using this link: CrisisInvesting.com/Davidlin Are you prepared for the next crisis? Tell us how you're investing and conserving your wealth. Comment below and don't forget to subscribe! FOLLOW TED OAKLEY: Oxbow Advisors: oxbowadvisors.com/ Twitter (@Oxbow_Advisors): twitter.com/Oxbow_Advisors RU-vid: www.youtube.com/@OxbowAdvisors

@JefferyDuns 25 дней назад

More and more people might face a tough time in retirement. Low-paying jobs, inflation, and high rents make it hard to save. Now, middle-class Americans find it tough to own a home too, leaving them without a place to retire.

@PhilipDunk 25 дней назад

The increasing prices have impacted my plan to retire at 62, work part-time, and save for the future. I'm concerned about whether those who navigated the 2008 financial crisis had an easier time than I am currently experiencing. The combination of stock market volatility and a decrease in income is causing anxiety about whether I'll have sufficient funds for retirement.

@PatrickLloyd- 25 дней назад

This is precisely why I like having a portfolio coach guide my day-to-day market decisions: with their extensive knowledge of going long and short at the same time, using risk for its asymmetrical upside and laying it off as a hedge against the inevitable downward turns, their skillset makes it nearly impossible for them to underperform. I've been utilizing a portfolio coach for more than two years, and I've made over $800,000.

@mikeroper353 25 дней назад

this is all new to me, where do I find a fiduciary, can you recommend any?

@PatrickLloyd- 25 дней назад

Amber Dawn Brummit is the licensed advisor I use. Just search the name. You’d find necessary details to work with to set up an appointment.

@mikeroper353 25 дней назад

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

@elenab3052 25 дней назад

enjoyed this interview . Someone said that it's time to be concerned when you start to see individuals shoplifting groceries rather than big-screen televisions, and i agree. Truth is, inflation will never reach 2% ever again, maybe in the next life, but not this one. Anyone purchasing groceries and gasoline is aware that real inflation is much over 10%; they simply lie about it like cheap blankets. In reality, interest rates would be in the 20s because of how high inflation is. But then despite the severe bear market, I am aware of certain investors that continue to earn over $365,000. Wish I could accomplish that.

@peterpahor8228 25 дней назад

Very possible! Particularly in this weak market. There are several opportunities to generate excellent returns, but such intricate transactions can only be carried out by seasoned market professionals.

@richarddamien4654 18 дней назад

I totally agree, it's been three years and counting, and I've made over 1.7 million by simply following a coach's advice. I was on the sidelines for a while watching, trying to determine the best time to get in, before I came across a coach, recommended by my wife. I was reluctant at first but I went ahead and contacted the coach. As a small reward for my consistency, I went on a trip to the Bahamas in the late summer. haha

@rosalopez5574 18 дней назад

My husband and i just had this conversation this morning. This is exactly how we wish to get our finances coordinated ahead of retirement. Can I get access to your advisor?

@richarddamien4654 18 дней назад

sure . She's known as a 'Monica Mary Strigle '. One of the finest portfolio managers in the field also widely recognized. Just research the name. You’d find necessary details to work with

@rosalopez5574 17 дней назад

I just googled her and I'm really impressed with her credentials; I reached out to her since I need all the assistance I can get. I just scheduled a caII. thank you fr saving me hours of Rschng

@daloriscutone6380 27 дней назад

The dow went up ten times from year 1980 to 2000 (1,000 to 10,000) but from 2000 to 2024 only four times (10,000 to 40,000) Dow should be at 100,000.

@ahmedahmm7545 27 дней назад

how long did it last (1 year). I was in the market then and made a lot of money by buying more all the way down. In 1987 market went down 30% and recovered almost immediately so yes they were just scary dips. As of last week my portfolio made it $50million, diversifying to real estate. 🚀🚀

@daloriscutone6380 27 дней назад

Congrats! are you a pro, whats your cash flow like?

@ahmedahmm7545 27 дней назад

No I'm not, Hannah Susan Jennings is behind my growth, look her up or make proper research for one who is suitable with your goals.

@jasminemccumber4694 27 дней назад

Hannah is a wonderful trader, Im happy seeing this recommendation, she looked more beautiful in person when I saw her in New York.

@parkerbohnn 26 дней назад

Fair market value for the DOW is in the 3,500 to 5,000 range. Long term trend line is around the 7,500 mark. It's the last remaining true ponzi after the Chinese real estate market ponzi finally imploded.

@stitcheruk1150 27 дней назад

The markets have only done well since 2008 because of higher Government debt and unsustainable money printing. This cannot continue as debt levels are already too high to allow any significant reduction in interest rates. This cannot be solved by increased taxation and the only answer is that Government spending has to be reduced.

@michaeloconnor6683 27 дней назад

Thats part of it, but passive investing has caused most of it -- look up Michael Green's stuff -- makes a lot of sense what he says.

@stitcheruk1150 27 дней назад

@@michaeloconnor6683 I agree on passive investing. That’s why there hasn’t been the volatility that many ‘ so called experts ‘ have been calling for. I expect that there will be some index declines to come as stimulus money has run out and there’s a lot of debt out there that needs to be repaid.

@prolific1518 25 дней назад

@@michaeloconnor6683 passive investing is helped by the government's money printing. No need to be active when the government will just print money at any sign of trouble.

@Lieutenant_Dan 27 дней назад

Ted is an amazingly stabilizing voice in these strange financial times and I love hearing what he has to say. Thank you for having him on to answer some great questions we’ve come to expect from you.

@JamesG1126 27 дней назад

I predict Ted gets reamed on his real assets commodities trade. Those get crushed in a recession.

@reincarnated96 27 дней назад

@@JamesG1126 He is heavy in cash. 30-45%. Only Gundlach has more.

@jcgoogle1808 26 дней назад

11:25 He needs to check his bond math. On a 20 year zero coupon, a 25 bps move will be a gain of 5% in the bond price. A 100 bps move will be a 21% gain. On a 30 year a 25 bps and a 100 bps will be over 7% and 33% respectively. If the Fed drops 300 bps say in a recession,... then the 20 year increase 79% and the 30 year 138%. And in the meantime,.. waiting on the recession, the bonds should appreciate by 4.5 to 5% per year. The only risk is if the Fed raises rates or the bond vigilantes come out and say enough of the government stealing from tax payers and deficit spending like vote buying drunken sailors.

@DjmMik 27 дней назад

Thanks for having Ted. He always speaks with clarity 👍🏻

@CommanderRiker0 27 дней назад

Always enjoy this guest. Thanks David and Ted.

@orirosengarten2572 27 дней назад

Enjoy Gareth Soloway

@scottray9021 27 дней назад

Ted is a solid guy

@JamesG1126 27 дней назад

Stocks are up 50% since October 2022 and Ted's clients are up maybe 10% since then. That's a devastating underperformance.

@tonylinardi3089 27 дней назад

@@JamesG1126 Follow the drop, Ted is a long term investor. Lets see when the market crashes, how much he is down.

@JamesG1126 27 дней назад

@@tonylinardi3089 Timing is everything and Ted's has been horrible.

@jcgoogle1808 26 дней назад

@@JamesG1126 No,.. 7 stocks are up 50% or more,..... 493 are flat to up a little. 11:25 Ted needs to check his bond math. On a 20 year zero coupon, a 25 bps move will be a gain of 5% in the bond price. A 100 bps move will be a 21% gain. On a 30 year a 25 bps and a 100 bps will be over 7% and 33% respectively. If the Fed drops 300 bps say in a recession,... then the 20 year increase 79% and the 30 year 138%. And in the meantime,.. waiting on the recession, the bonds should appreciate by 4.5 to 5% per year. The only risk is if the Fed raises rates or the bond vigilantes come out and say enough of the government stealing from tax payers and deficit spending like vote buying drunken sailors.

@JamesG1126 26 дней назад

@@jcgoogle1808 Equal weight S&P500 is up 30% since October 2022. Idiot.

@jazzbeau507 27 дней назад

Excellent guest, Excellent host, Excellent interview, Excellent You Tube station; Ted Oakley is particularly good in thinking and communication and insights, etc.

@grantgoldberg1663 27 дней назад

The U.S. is finished as a country. The collapse has already begun. You don't need economic data to figure that out. Just look at your own pocketbook. Wages halved, cost of living doubled.

@user-qj6vg8gp3l 27 дней назад

We have to rout out a lot of bad actors. Also Americans need to give up their delusions and hubris. Perhaps these bad times will help clear those from people's heads. There is going to be a real bloodbath because of these influx of illegal immigrants. It doesn't take a genius to figure out that when we can't take care of the native population and are giving everything to the illegals, the native population is going to massacre a lot of the illegals and maybe people they believe are responsible for the situation. It's gonna be ugly!

@warmpi 27 дней назад

Sadly that's almost the whole world right now. US is doing better although most of that accrues to the wealthy

@MartymcFly-zz2pg 26 дней назад

Third world

@HavanaPirici 26 дней назад

All thanks to people we are voting in! That is ours own fault. They only looked at their pockets. Look, they took all benefits that workers and we still electing same people.

@prolific1518 25 дней назад

@@HavanaPirici all thanks to capitalism. This will always be the end result. The rich will always capture the government through "democracy" while giving you the illusion that you're free to choose. Supreme Court already told everyone money is speech. You can't compete.

@choopa1670 27 дней назад

I really value what Ted has to say. Thanks for bringing him on David 👍🏽

@terryli340 27 дней назад

Ted is such a smart and wise analyst. Thank you for bringing him back. His interviews are so informative and extremely useful.

@ajemeyson 27 дней назад

Thanks David you are a true pro.

@mjbucar 27 дней назад

I always enjoy the thoughtful insights of Ted Oakley. Thank you for having him as a guest speaker.

@josepha9313 27 дней назад

Homeowners policy lapsed, tried to reinstate it, prev. cost was 1500 and change, they want 2800 a year now; No longer have a mortgage, so no, not paying that. Car insurance went from 900+ for 6 months to over 1200 now. Many are driving without insurance. Property taxes raised 30%. Won't even mention grocery costs which are NOT coming down, I don't care what CPI data says. I'm on a fixed income now, wtf are ppl supposed to do.

@BS-jg7dy 26 дней назад

This guy is fantastic. Everything he says just seems to fall into place, and without the hyperbole, which is very refreshing in this world of over the top headlines.

@user-qj6vg8gp3l 27 дней назад

We have such a f*cked up deluded society. Treating any job that is not in vogue as not worth paying for, dismissing the middle class. We need mechanics, nurses, garbage men, construction workers, handymen, retail employees, restaurant workers and farmers more than we need CEOs and middle management and "diversity" advisors. People in the military also constitute the middle class. Police men. We treat a lot of these people as if they are not worth paying, and who cares about them and the middle class, good riddance say every one in the top 5%. This is unsustainable, you can't run a society or a civilization on delusion and hubris.

@veritas23888 27 дней назад

Damn straight. And the culprit is the Federal Reserve, 12 Federal Reserve Banks that are 100% owned by JPMorgan, Goldman Sach's, Citibank et al. Moneylenders masquerading as the central bank. There's enough concrete evidence out there, including US Court case judgements, that prove the Federal Reserve is literally owned by the commercial banks in their respective districts.

@sg137iu89 27 дней назад

Don't forget to mention the not needed "financial advisors" like Lynn Alden who pretend that Bitcoin and other phony no value creations actually are needed and sources of real investment. All of this is just phony.

@JonM-ts7os 27 дней назад

Well it just means the manual trade jobs will be higher paid than the office ones.

@sg137iu89 27 дней назад

@@JonM-ts7os That will never happen but it's a nice idea.

@Aries61 27 дней назад

Ditto your thoughts! 🔥🙏

@KennethRyburn 27 дней назад

Food is so expensive

@JasonAldeann-bt4xf 27 дней назад

The great american fast.. might do us some good.

@davebrewer7170 27 дней назад

Fasting a couple of days per week will be wonderful for your health

@joechan8549 27 дней назад

Everything is very expensive, insurance all goes to the roof, repairs are 30% higher

@ALANGREENSPAN420 27 дней назад

🚨SILENT🚨DEPRESSION🚨

@_observer_-xk7hb 27 дней назад

The main point is not that wages are not keeping up with inflation. It's that life savings get wiped out by inflation.

@dtrout 27 дней назад

Ted's opinions are one of my (very few) sources of truth. Solid advice every time.

@lrww5673 25 дней назад

I can't think of a more realistic, prudent investor than Ted. When he speaks, I listen intently. Thanks to both gentlemen.

@shakazulu3594 27 дней назад

This guy seems so smart, balanced and calm. Great interview!

@LarryManiccia 26 дней назад

Great interview David. I always enjoy listening to Ted when you have him on. Such a genuine, down to earth good guy. I like his takes on how to protect, yet still grow your wealth. Much of what he prescribes just makes good common sense most of the time. I'll have to check out his books.

@kylecollins7079 27 дней назад

Always liked this guy. Very sober mindset. Thanks David

@dabomboo7o 27 дней назад

It’s all by design..

@DUES_EX 27 дней назад

“Jew Vill Own Notzin, Und Be Happy” -Klaus Schwab

@SeanTalkoff 2 дня назад

America is currently plagued by the hydra-headed evil duo of inflation and recession. The worst part about this recession is that consumers are racking up credit card debt. In April alone, credit card debt went up 20% while rates have doubled in a year. Inflation is so high that consumers are literally taking debt for basic life necessities. Collapse has indeed begun..

@DavidCovington-st2id 2 дня назад

We face a new challenge every day. The new normal is this. We now see that this is the new normal and must adjust, having formerly believed it to be a crisis. Everywhere in the country, this year will be extremely painful economically. What can we do to increase revenue while undergoing quantitative adjustment?My hard-earned $180,000 in savings must be allowed to disappear.

@tmer831 2 дня назад

@SteveDutton-v 2 дня назад

Mind if I ask you to recommend this particular advisor you using their service?

@tmer831 2 дня назад

My CFA ’’ Vivian Carol Gioia, a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market..

@SteveDutton-v 2 дня назад

Thank you for this tip. It was easy to find your coach. Did my due diligence on her before scheduling a phone call with her. She seems proficient considering her resume.

@Aries61 27 дней назад

Thank you David and Ted. Ted is one of my favorite wisemen in this space. 🙏👍

@tomm9817 27 дней назад

Great guest and great job of interviewing as always, David. Thanks.

@josephking7674 27 дней назад

I always love listening to Ted Oakley, because he is "old school ". You won't get rich overnight, but you will get rich over the longhaul. Today's investor is a gambler.....not an investor. Ted is an investor.

@gregsmith222 27 дней назад

I see no evidence that he done better than a brainless allocation into a boring index fund like VDC or even VOO

@kiyoshitakeda452 27 дней назад

Thank you both. Enjoyed the discussion.

@richardgoldblatt5882 27 дней назад

Great intelligent podcasts always. David you are a fantastic moderator.

@gregg4600 27 дней назад

I love this man! Ted Oakley is a classic guy! Great interview! Thanks man!

@chrismiami1332 27 дней назад

Love Ted’s talks 💪🏼

@tesskansas 27 дней назад

Good to hear Ted again. It has been aong while.

@thorsrensen3162 27 дней назад

if middle class people had invested heavily in stocks instead of wasting all their money on expensive big trucks, long vacations to excotic islands, restaurant visits several days per week and other expensive foolish habits then society would look much different today.

@parkerbohnn 26 дней назад

Ponzi's don't end well 95 percent of the people in a ponzi lose everything. Like 1929 some people can't see the forest for the trees. Today the U.S. stock market is at least twice as overvalued as the summer of 1929. Anyone who can hold a long term short will nearly double their money. I buy deep out of the money puts each month on the major indexes.

@thorsrensen3162 26 дней назад

@@parkerbohnn If people has stocks in mines, oil wells, plantations and pharma I do not see how 95% of the people can loose everything.

@VeganTrove 27 дней назад

Always enjoy Ted's analysis. Thanks David. 🥰

@user-nc6rn3rd2h 27 дней назад

Learnt a lot listening to this David. Thank you to both you and your guest.

@csp103 27 дней назад

Fed funds never go down by "a point and a half". The average move down is 3.25% over the last 50 years once they start moving.

@jcgoogle1808 26 дней назад

11:25 Ted needs to check his bond math. On a 20 year zero coupon, a 25 bps move will be a gain of 5% in the bond price. A 100 bps move will be a 21% gain. On a 30 year a 25 bps and a 100 bps will be over 7% and 33% respectively. If the Fed drops 300 bps say in a recession,... then the 20 year increase 79% and the 30 year 138%. And in the meantime,.. waiting on the recession, the bonds should appreciate by 4.5 to 5% per year. The only risk is if the Fed raises rates or the bond vigilantes come out and say enough of the government stealing from tax payers and deficit spending like vote buying drunken sailors.

@rubicon3416 27 дней назад

Yep.. nothing wrong with getting 5.4% on a 3 month T-Bill right now. Sleep at night.

@Notarys 27 дней назад

Very insightful, thanks.

@tishan3492 27 дней назад

A very comprehensive interview, great job David!

@alanmrsic893 27 дней назад

Great stuff, thanks again!

@seanhettich4378 27 дней назад

One of my favorite interviews yet.

@marcoartini7480 27 дней назад

Thank you David!

@jennielam8522 27 дней назад

Thank you for this interview

@elsegreve9455 23 дня назад

I really really like him, he sounds so grounded, intelligent and make his point with a lot of common sense

@eh7599 27 дней назад

Great guest! Ted is the best.

@davebellamy4867 25 дней назад

26:58 Platinum has been just starting to climb for the past 8 years and still hasn't held over $1000. Palladium has crashed bigtime and it's trying to bottom. Down 2/3 from its high around 2021.

@lbafs1530 23 дня назад

Thanks Ted & David a great interview.

@brentirwin1386 27 дней назад

Good interview thanks David!

@RealJoshBinder 27 дней назад

I remember this guy over a year ago bragging about a 100% cash position. That's gotta sting. Stop trying to time everything, just DCA and chill

@marleneweber853 27 дней назад

All the people that have been bearish since 2020 have gotten massacred. They keep trying to invest in the market "that should be" and ignoring the market that is.

@MikhailFromUSA 27 дней назад

@@marleneweber853so you are buying the air and fine with that?

@marleneweber853 27 дней назад

@@MikhailFromUSA Nope. Unfortunately I've been bearish since 2020 and gotten massacred.

@MikhailFromUSA 27 дней назад

@@marleneweber853 because you are adequate person, I also sit in cash cause valuations are not quite reasonable since 2020 and it will fall and all those people will lose more than they made so far

@gregsmith222 27 дней назад

yup... one of those "predicted 35 of the last 2 recessions" kind of guys.. if you are a pessimist, and I am, just avoid the more speculative stuff dollar cost average in the boring, dividend paying companies that make things people can't live without... like food, electricity, natural gas... it's a lot more reliable that sitting on a bunch of gold coins like they are some kind of magic beans

@richardsutcliffe98 26 дней назад

really enjoyed that, thanks

@spotsonadog 22 дня назад

Really enjoyed this conversation!

@CA06917 27 дней назад

Great show...sound advice.

@morrisfamily7707 27 дней назад

Thanks guys, really enjoyed the conversation x

@cmurill 27 дней назад

Excelente Gracias

@desertcat8029 21 день назад

Good interview as always. Keep up the good work DLR team👍

@scott7521 27 дней назад

Love Ted

@tenplus1025 27 дней назад

Ted’s a stud!

@deadworld8414 27 дней назад

A great guest David, keep up the hard work.

@SnowAngelfish 23 дня назад

Always love hearing from Ted. Seems like a really great guy and I love his investment ideology.

@Notaslave1961 27 дней назад

Ted and David, both have stunning hair!

@georgedavid3815 27 дней назад

David needs a haircut, less grease and drop about 20 lbs. Stay away from the pork fried rice. 😂

@TheJacobnotowitz 27 дней назад

Another great interview with the VERY limited advertising which I totally appreciate.

@andresetchegaray 26 дней назад

As always I enjoyed having Ted on your show David. Solid advice from someone who has experience and a lot of common sense. Congrats!

@karlson68 27 дней назад

Love this guest and also Bill Smead from a couple weeks ago.

@mlangbert 26 дней назад

Good interview. Lots of common sense from Mr. Oakely, a very good man. You've renewed my faith in David Lin as well.

@Cicciotreno 27 дней назад

Bravo David ti seguo sempre dalla svizzera

@Larry.Roberton 27 дней назад

In 2008 people got wiped out fast. Since then everyone's been getting wiped out slowly. Same results both ways.

@jarcadipane2849 27 дней назад

Casey is more than a fan favorite !! Love everytime he is on.. Has phenomenal insight... Thinking that Uranium is going to be big over the next four years and beyond !!

@cm-uy6ec 27 дней назад

Excellant guest

@pascalxus 27 дней назад

if the CPI is 5% then inflation is 7% so your treasuries after tax are 4% which is -3% real return, NOT GREAT!

@user-vb8yf8be3l 26 дней назад

No one in northern CA will ever build a custom house. In Silicon Valley the permit process alone takes years. I built a 3000' ft house in silicon valley in 1974 for 20 dollars a sq ft . today it is 750 I got the permit in 2 weeks today it may take 3 years

@rokyericksonroks 27 дней назад

“To me, growth IS value. They go hand in hand.” - (18:36)

@falsejaguar 27 дней назад

Yeah this guy's good. Get him back more often.

@mikemcardle7466 26 дней назад

Ted Oakley is Boss!

@guayaquilhook1 27 дней назад

“Those people…”😂

@CA06917 27 дней назад

Beautifully dressed Man. So classy.

@sihbamaddi3759 27 дней назад

I see Revux as a long-term hold. Great fundamentals!

@pharlapnz4630 27 дней назад

Just imagine if we got the real Stats!

@user-mn9oj8hr3c 27 дней назад

Stop calling Blips on a computer monitor cash! What you’re talking about are only electronic digitson om a ledger.

@thomasotoole3212 26 дней назад

Ted is always a great interview.. the commercials suck..

@user-bn3by5ce8b 27 дней назад

Just shifted my focus to presales, especially Revux. Early investment is key!

@Hps-vy8qk 27 дней назад

100% agree and my investment is almost similar. Well, time will tell if it was right or wrong way to invest this way

@martinithechobit 27 дней назад

I saw Ted and I Ran over here.

@INTERNETVID 27 дней назад

Thanks for making sure you call it 'headline' inflation David, because we all know what it means.

@jcgoogle1808 26 дней назад

@parkerbohnn 26 дней назад

The smart money is in long term bonds and gold. The stupid money is in stocks.

@umarkhan6228 27 дней назад

With AMKKTPX this year is way different and way more powerful as well. These guys did everything right and they can only improve more and more, love it

@jd218 27 дней назад

So many people I know despite being with same insurance company for year's are switching to lower cost competitors myself included.

@PriyaPriya-be5wj 27 дней назад

If you're looking for a solid x100, Revux should be on your radar.

@gatedClock 27 дней назад

nice

@joaminow6943 26 дней назад

Fed fund rate going down does not mean the 10 year rate has to follow. In fact, I would expect the first 150 basis points to simply rectify the currently inverted yield curve to a more sustainable term premia for banks to survive.