Friday, August 21, 2020

low rates + COVID => boost to housing

 S&P near all time high but 46% of the individual stocks have -ve return YTD.

which side of the trade are you?

Have a nice weekend as i am off to camping ..!

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US debt has grown to 40T ...

but WS is silent .. no reaction by bond markets ..! although has risen to 5.3%