Luke Gromen
@LukeGromen
Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
가입 December 2014
2.5K 팔로잉 중 632.8K 팬
Plain speak guide for when to get (nominally) bullish on LT USTs:
Are higher rates & therefore higher interest expense leading to sharp cuts in Entitlements & Defense spending?
If yes, bonds are a buy. If no, bonds are a sell.
1 of these 3 are a bubble: Bonds, USD, or Boomers
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