#21 - Is the US Treasury onslaught over? - Guest: Bob Elliott, Unlimited Funds
Macro Mondays
00:00
Challenges of Shorting in Bonds and Reasons for the Current Short Position in Equities
This chapter explores the difficulties of shorting in the bond market and the reasons for their current short position in the equity space, including technical arguments and expectations of disappointing guidance and demand. They also discuss the impact of real interest rates on equities and the necessity for substantial earnings growth or multiple expansion to prevent further decline in the equity market.
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