Quote:
Originally Posted by Sooner or later
The Fed is not setting the 2, 5, or 10 year rates. The bond traders move the rates up or down.
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Normal interest rates are desirable...the FED didn't quite get there..another 50 basis...before "tariff man" spoke on Dec. 4th and here we are...
I'm not getting back into equities like before....but the FED has thrown me a curve, and there's not a fiscal conservative to be found in DC...not one. Same with many households too...
I'm looking at stuff maturing....as I planned, but getting a full % point less than just 6 months ago...you bet things are screwed up

. Because I expected the FED to do the fiscally conservative path they laid out....
But 2.9 gdp growth isn't good enough for some....let's juice it some more....wtf

???
I have no clue where tariff man takes us....just along for the ride...sober