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MRKT Call 11/15/2022: Define "Transitory" Please

RiskReversal Pod

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Is the 10-Year Treasury Yield Going Down?

I just don't see it much greater than a 16 or so multiple on again probably $2,210 or so worth of earnings and you just start back at the envelope. We're looking at a market that's probably overvalued here now people will say you got to get ahead of that earnings growth they're going to have 2023 and accelerate maybe I justDon't see that environment right now yeah no I'm with you all right real quickly because we talk about them every day but let's just look at the 10-year US Treasury yield is down like four or five dips here targeting that three and a half level to the downside. The way Walmart sold up in the last hour and a

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