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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: #Breeze who wrote (16924)9/29/2023 4:51:28 PM
From: Kirk ©1 Recommendation

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  Read Replies (2) | Respond to of 26769
 
Good to see the 30yr move higher. I'd want a 2 or 3% premium to inflation MINIMUM to risk lending my money to the asshats who cause massive inflation with excessive spending and corrupt programs. Even then, I'll stick with TIPS and iBonds I think and trade equities around core positions for added inflation protection and return.

The Yield curve is improving but still needs another 1% or so on the long end.