Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
参加 February 2011
1.6K フォロー中 16K ファン
Two weeks later … yields still tracking the AI trade
It’s all one trade, AI or bust 👇
Including yields btw (hopefully this week puts to bed the notion that yields were going up just because of oil)
