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That Wasn't the Bottom
The Compound and Friends
The Fed's Tightening of the Bond Market
This is the first time in a while where both the bond market and the stock market decided to really fight the fed. Bond investors must believe that the banking crisis will soon morph into a credit crunch and a recession Causing inflation to continue to fall. The rustle 2000 on relative performance Is back to the week of the low and march of 2020? Mm, right you got the s&p equal weighted which people aren't talking off about Has given back all the relative performance gains of the second half of last year And it's pretty uniform across all of them like go look at microsoft meta, etc Um, you feel that it's a bounce and we shouldn't make too much of
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