Alpha That Makes a Difference; 2022 in Review and a 2023 Outlook with Luke Ellis, CEO
Long Story Short
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Two Year Notes at Eight and a Quarter Percent?
The first mortgage had a 17, one, seven percent coupon and in my career, five percent yields were the median essentially. And so, you know, it's perfectly possible we get back to a place where in order to actually create contraction to get rid of inflation that the Fed needs to go to eight percent. I don't think it's going to happen in 2023 and maybe not in 2024, but that doesn't mean it's not going to happen.
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