Chris Nelder π€QOTD: "Itβs getting predictable enough to trade it: every time the 10-year approaches 4.45%, a 'ceasefire breakthroughβ materialises out of thin air. The best gauge of the war is the yield curve."
Ooze π@Ooze Here you go since you asked nicely. But this is provided without a whiff of endorsement or anything of the kind. I don't even know who the author is (which is why I didn't give the source in the first place). Caveat lector, etc. https://no01.substack.com/p/march-22-26-invisible-wounds?utm_source=post-email-title&publication_id=4094764&post_id=192211699
@chrisnelder A substack post with no named author. Citation quality low
@Ooze Exactly. But the quote itself was π―
@chrisnelder Beware of unnamed sources telling you what you want to hear.
hhf@Ooze @chrisnelder it is a nice hypothesis to test.
@Ooze Yes...and then go watch the 10-yr for yourself, as I do. π
billy joe bowers π½Enough that people could bet against it?