Among our moves this week, we exited Union Pacific and Marvell Technology and added to McCormick & Co., the First Trust Nasdaq Cybersecurity ETF, and Nucor..ABNB
s. and p declining, we were in full freakout mode. right now it is 100% all about the bond market, specifically the incredible, and may i say, almost mindless buying of u.s. treasury bonds no matter how low their yields go, no matter how miserable a return you get. james carville, the brilliant political analyst and former adviser of president clinton famously once said, and i quote, i used to think if there was reincarnation, i wanted to come back as the president or the pope or as a .400 baseball hitter. but now i d like to come back as the bond market. you could intimidate everybody. when carville said that, he meant if the government was spend like a drunken sailor. the bond market vigilantes who do nothing but trade bonds all the time would sell that country s bonds aggressively, causing interest rates to spike. make sense, right? think about it. if the government is going to spend like mad, you don t want to lend them money, do you, unless you could charge them much hig
simply freak out. s. and p declining, we were in full freakout mode. right now it is 100% all about the bond market, specifically the incredible, and may i say, almost mindless buying of u.s. treasury bonds no matter how low their yields go, no matter how miserable a return you get. james carville, the brilliant political analyst and former adviser of president clinton famously once said, and i quote, i used to think if there was reincarnation, i wanted to come back as the president or the pope or as a .400 baseball hitter. but now i d like to come back as the bond market. you could intimidate everybody. when carville said that, he meant if the government was spend like a drunken sailor. the bond market vigilantes who do nothing but trade bonds all the time would sell that country s bonds aggressively, causing interest rates to spike. make sense, right? think about it. if the government is going to spend like mad, you don t want to lend them money, do you, unless you could ch
occasionally, though, they react to different assets and they simply freak out. s. and p decling, we were in full freakout mode. right now it is 100% all about the bond market, specifically the incredible, and may i say, almost mindless buying of u.s. treasury bonds no matter how low their yields go, no matter how miserable a return you get. james carville, the brilliant political analyst and former adviser of president clinton famously once said, and i quote, i used to think if there was reincarnation, i wanted to come back as the president or the pope or as a .400 baseball hitter. but now i d like to come back as the bond market. you could intimidate everybody. when carville said that, he meant if the government was spend like a drunken sailor. the bond market vigilantes who do nothing but trade bonds all the time would sell that country s bonds aggressively, causing interest rates to spike. make sense, right? think about it. if the government is going to spend like mad, yo
not individual pieces of news, but actual movement in different assets. and they simply freak out. and today, when the averages got pounded before rebounding, dow closing down 26 points, s&p declining .2%, we were in full freak out mode. what are the pros freaking out about? and how can you try to profit from their panic? right now it is 100% all about the bond market. specifically the incredible and may i say almost mindless buying of u.s. treasury bonds no matter how low their yields go. no matter how miserable a return you get. james carville, the brilliant political analyst and former adviser to president clinton famously once said and i quote, i used to think if there was reincarnation, i wanted to come back as the president or the pope or as a .400 baseball hitter. but now i d like to come back as the bond market. you can intimidate everybody. now, when carville said that, he meant if a government was spending like a drunken sailor, the bond market vigilantes, sharp, to