Benjamin Cowen
@benjamincowen
Founder & CEO, ITC | Macro, commodities & digital assets | Liquidity, labor & risk cycles | PhD Engineering | Former NASA, Sandia National Labs
Joined December 2017
1.2K Following 1.3M Followers
The solution to high rates is high rates
The long end going up will pressure growth which will then cause the long end to drop
This has already played out many times over the last few years and will likely repeat again
Yields Up (we are here)
Growth Scare
Yields Down
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