Market Can’t Stay Up with Three Barrels
RiskReversal Pod
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The Three Barrels in the Shark
The market has remained buoyant above the surface with the three barrels that Quint spoke about. I think even Quint himself would be shaking his head at this market that we find ourselves in on this early July day. An inverted yield curve to the tune of 105 basis points probably headed more inverted than that. And obviously, valuations that don't make a whole hell of a lot of sense in this environment.
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