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To: Sun Tzu who wrote (7604)	10/2/2023 12:18:49 PM
From: Sun Tzu	Respond to of 10744

This was my thinking on TLTW on Friday...but I don't like holding a losing hand. I have to rethink it and decide if I want to ride it or dump it and get back in. So far today it has a panic feel about it. So I am not dumping it. Bond yields are closing in on cycle highs. As the chart shows, bond yields typically peak around the end of Fed tightening. You would have to think that there are a lot more hikes to come to not view this as an opportunity. In our framework, it looks like the Fed is done hiking. pic.twitter.com/6qkkIaujiH — Francois Trahan (@FrancoisTrahan) October 2, 2023