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Finding Growth with Cathie Wood
FYI - For Your Innovation
Is the Fed Going Too Far?
The crypto market has alerted us that this reach for yield went way too far. Hedge funds leveraging ten to one when yields are two %, so that they can reach the returns of their return objectives. And i think we're getting close to that point where they who seem so right with their negative stants over the last year or so, will be on the wrong side of that trade. So believe it or not, bad news is good news now,. as tends to be the case in a bear market, when inflation is a concern.
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