The Bats – Live on KEXP
A band from my youth, the Bats are a band from New Zealand that I've always had a soft spot for. The music does not prove anything, preach anything, bludgeon…
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July 9, 2021
ANVS; remorse/not remorse
As I watch ANVS do this... ...I have remorse for not buying it back on the pullback after taking a 60 or 70% profit. But then I just realized I…
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July 9, 2021
NFTRH+; Long-term Treasury bond sentiment
The sentiment backdrop is far different in long-term bonds now than it was when rates were rising and we projected a cool down in yields/inflation, and a favorable sentiment backdrop…
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July 9, 2021
Decision point
As long-term yields decline... We have a headline this morning that is so in accordance with the times. Where just a few months ago the hysteria was toward inflation and…
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July 9, 2021