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Do Valuations Matter?

What Goes Up

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Is the Flow in Rates Making You Pend More Than You Would Otherwise?

The velocity of the move in rates, i feel like that is makes you have to wethink your allocations a bit more frequently than you would otherwise. You know, keeping an eye on your portfolio once a month or once a quarter, tis not bad. I mean, i think that if if tips went from minus one %, you know, all the way up to two % over a couple of months, it would be a shame to have missed out on the opportunity,. perhaps, to reduce your equity allocation as that was pening.

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