Bonds Are Overbought, I'm in Our Opinion

We were no adequately positioned for bonds in the forty two macro opropolo construction since going back to few weeks ago. When you're at the peak of the growth in inflation side curves, you don't sell bonds and talk about ou no inflation east of this or bonyods are going to five%. You have those conversations as a prudent investor before bonolds go up,. Before inflation gets to the peak ofthit side curv before growth gets the peak of it side curve. So that pivot was started to become very obvious im within the confines of our process and all the data driven signals that we make. But it's becoming very obvious, unfortunately in the wrong way, to a lot