H4L – An Introduction to Higher for Longer
IBKR Podcasts
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The Shift in the San T in the Last Four to Eight Weeks
Large cap technology is synonymous with a very long duration bond and historically July and August are the best months for US treasuries. So if interest rates tend to fall during that period, why not own assets that look like a 30 to 50 year bond like large cap technology? The NASDAQ has been positive for 15 straight July's.
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