Whether or Not You Should Be Long Treasuries or Short Thumbi

If the fed can pold off soft landing, that's probably a pretty good right tail. But if inflation just keeps printing these kind of numbers, and we see wage inflation and house inflationan all this, it is going to be pretty hard for them to have your back. If they have to hike ten, 12, 13 times, and they really run off the balance sheet, i'm certainly not confident about 30 year bonds. So there's a lot of moving pieces to it. And i think it just keeps going back to running your portfolio with some active rist management. Tat when it's not working, step away,. Some time after the next fed hik, you s k