The Risk of a Re-Steeping of the Yield Curve

The S&P is up nearly 20% of the year, the NASDAQ 100s up 44%. When you think about that and I'm looking at my main factset screen right here from Friday. Roku was like the poster child for the pull forward during the pandemic or one of them. It's still down like 75% from its all-time highs. So Intel is very near a 52 week high. We're the better part of the last six months or so that's joined the party here.

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