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TBT – tricky
Posted on April 15, 2021 Leave a Comment
please see chart below … ultimately, it’s about risk control and how much risk one is willing to take. our thesis is the 14-15 dollar low was a BIG low and we are very early in a multi-year (multi-decade (?)) rise in interest rates. yup, you just read that correctly …so to manage risk, one […]
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