MRKT Call 12/20/2022: The BOJ Joins the Party
RiskReversal Pod
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The NASDAQ Is Going to Hold in a Rising Rate Environment
I don't think you can be long any of these tech names at all because the tell when they got in terms of yields going from 4, 3 to 3 and a half in the 10 year was decent. But I'll tell you that headwinds will come back a meaningful way. And if you think the NASDAQ's going to hold in a rising rate environment, it's going to take out those October lows.
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