Yields we continue to grow lower in stocks. And everything about the q4 playbook begins in the direction for yields. I do not see any fundamental catalyst in front of us for yields to fall. The last several days and certainly in the previous quarter, the equity market is telling you what the playbook should look like, and you think about utilities and in q3, they bolted down 10 , and its not about a safe haven. Utilities are down today alone, and high yielding sectors are not advantageous. The only area of the market i believe you could have a degree of confidence that while rates could stay higher for a sustainable amount of time is the mega caps. We go through the reasoning behind it, whether its the strength of the Balance Sheets or whatever it might be, and i believe a lot of it has to do with positioning. You have seen the nasdaq is slightly higher while the s p is down. Its not coming from financials. Look at financials and they are down two to 3 in the last five days, and target
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Section of the website for your views. Its called gbnews. Com. Slash your say what a fantastic salesman you are i love it, im sold. Im going to be tapping away writing little comments when im watching other peoples shows. Im watching it now, you know, the comments are coming and the comments are coming in and youre to talking each youre all to talking each other, which is fine. The thats the great thats the thats the great thing unlike email, thing about it. Unlike an email, which one way means which is sort of a one way means of with this new of communication with this new website,. Com your website, gb news. Com your say its not only just a one way comment about the programme, people are replying to each other. Were engaging, were replying, were out replying, were reading out comments. And if youre a gb comments. And if youre a gb news your comments go news member, your comments go right to the top. Yes. So this is gb news dot com forward slash your say no gaps. No capitals, no nothi
Section of the website for your views. Its called gbnews. Com. Slash your say what a fantastic salesman you are i love it, im sold. Im going to be tapping away writing little comments when im watching other peoples shows. Im watching it now, you know, the comments are coming and the comments are coming in and youre to talking each youre all to talking each other, which is fine. The thats the great thats the thats the great thing unlike email, thing about it. Unlike an email, which one way means which is sort of a one way means of with this new of communication with this new website,. Com your website, gb news. Com your say its not only just a one way comment about the programme, people are replying to each other. Were engaging, were replying, were out replying, were reading out comments. And if youre a gb comments. And if youre a gb news your comments go news member, your comments go right to the top. Yes. So this is gb news dot com forward slash your say no gaps. No capitals, no nothi
Section of the website for your views. Its called gbnews. Com. Slash your say what a fantastic salesman you are i love it, im sold. Im going to be tapping away writing little comments when im watching other peoples shows. Im watching it now, you know, the comments are coming and the comments are coming in and youre to talking each youre all to talking each other, which is fine. The thats the great thats the thats the great thing unlike email, thing about it. Unlike an email, which one way means which is sort of a one way means of with this new of communication with this new website,. Com your website, gb news. Com your say its not only just a one way comment about the programme, people are replying to each other. Were engaging, were replying, were out replying, were reading out comments. And if youre a gb comments. And if youre a gb news your comments go news member, your comments go right to the top. Yes. So this is gb news dot com forward slash your say no gaps. No capitals, no nothi