
Tough Spot For Fed + SVB Coffee Crisis Chat
MRKT Matrix
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The Stock Market Is Going to Have a Hard Time Getting Much Higher Than That
There's a school of thought out there that lower rates help these high multiple high growth NASDAQ names and with rates I mean again we talked about the move in the bond market it's ridiculous. For many people it's an input into an algorithm and it says buy um againI don't know how you model a company or a portfolio on what is supposed to be a very stable pricing mechanism u.s. up in bank assets treasuries and mortgage mortgage back securities agency mortgage back securities right fanny freddies etc.
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