suicide_walter
suicide_walter t1_ja23r81 wrote
Reply to comment by B3stAuD1t0rofA11tiME in What Happens From Here? by B3stAuD1t0rofA11tiME
Are you AI?
suicide_walter t1_ja19wpl wrote
Gurgavin is pretty beginner friendly
Cem Karsan is my fav but he’s pretty high level
suicide_walter t1_ja1954i wrote
Reply to comment by B3stAuD1t0rofA11tiME in What Happens From Here? by B3stAuD1t0rofA11tiME
I’m not sure what you’re trying to say. We just had a FOMO rally; it stalled and the daydreamer’s soft landing is looking less likely. The market was pricing in rate cuts by year end… absurd.
suicide_walter t1_ja178og wrote
Reply to What Happens From Here? by B3stAuD1t0rofA11tiME
Don’t forget that fixed income is now an extremely attractive allocation for “sideline cash”
“9% BBB bonds and Canadian bank LRCNs are so fucking good right now, there’s no reason to over allocate into risk assets”
- fixed income PM I know
suicide_walter t1_jdkr2tz wrote
Reply to Still waiting Cathie by CalyShadezz
God damn, she captured all of the crash and none of the rebound. Say what you will but that’s pretty hard to do