Labubu long term investor. Only short term trading as a hobby. All of my tweets are just my shitposts. Not financial advice,
No telegram/discord/whatsapp groups
3 reasons:
1. AI slower, less corp bonds, less supply on the long end
2. AI slower, US GDP slower, real yield down.
3. AI slower, less memory/computer component supply shock, less inflation.
All points to lower US10Y