๊ฐ€์ž… ํ›„ ์ดˆ๋Œ€ ๋งํฌ๋ฅผ ๊ณต์œ ํ•˜๋ฉด ๋™์˜์ƒ ์žฌ์ƒ ๋ฐ ์ดˆ๋Œ€ ๋ณด์ƒ์„ ๋ฐ›์„ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
๊ฐ€์ž… February 2011
1.6K ํŒ”๋กœ์ž‰ ์ค‘    16K ํŒฌ
Itโ€™s all one trade, AI or bust ๐Ÿ‘‡ Including yields btw (hopefully this week puts to bed the notion that yields were going up just because of oil)