Stocks Partying Like It's February 2021
MRKT Matrix
00:00
Is There Any Great Trade in the TLT?
I don't think there's any great trade in the TLT. I'm recommending long TY1, which is the futures TLT and shy. The excitement guy around this China reopening has kind of abated a little bit. So what does it mean for equities? Again, the backdrop is not constructive. It's headwinds at the least, if not more structural things going on.
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