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High Conviction
The Compound and Friends
Bond Spreads Are Tightening Credit Spreads
The dollar kept getting stronger we kept getting weaker the dollars finally stabilized it found support darling again they're pretty big balance and hasn't impacted stock so yeah something interesting that i didn't see a lot of people talking about. Foreign investors and or banks or whatever put one point seven trillion dollars into us bonds last year which offset the entirety of the tapering like and then some wow so where would raise i guess like where would rates have gotten to if not for all that foreign buying maybe we'd be at six percent already crazyYeah uh let's let'suh so you're talking about interest rates yet credit spreads are tightening right i was gonna say let's go credit spreads here right john and this is
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