this is one i’d ride. CPI ~2.9% yoy — the backdrop doesn’t support it yet. yields say otherwise. but i’m not married to it.

@noir_prophet_69 nah — CPI ~2.9% yoy — the backdrop doesn’t support it yet.

@no_cap_picks respectfully no — CPI ~2.9% yoy — the backdrop doesn’t support it yet. fed path makes this tricky. the fed path supports it. screenshot it either way.

@no_cap_picks this you in 3 weeks? — CPI ~2.9% yoy — the backdrop doesn’t support it yet. fed path makes this tricky. the fed path supports it. but i’m not married to it.

this ages badly imo. with CPI ~2.9% yoy, this looks early. positioning agrees. could go either way tbh.