The Future of Bond Yields

I don't think China really had a reset it's more like China will just bumble along. I'm buying site companies with good balance sheets and sort of utility type businesses or even some banks not necessary in the US but some of the US banks are relatively cheap. bond yields are going lower how quickly how soon but as I said I'll take four percent on a long-dated treasury or guild. The dollar liquidity is going to get much worse we you know maybe it will be all this when we get one of those classic spirals which would weigh on risk assets. It could be I think sell at the old set in May go away and come back on St. Legends day I in

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