So far asset prices are trading the way I expected them to trade... which is a good thing. If bond yields fell substantially, or the dollar rallied substantially I might get worried - but so far everything is moving as expected.
Published Mar 02, 2026Updated Mar 02, 20262 min read
So far asset prices are trading the way I expected them to trade... which is a good thing. If bond yields fell substantially, or the dollar rallied substantially I might get worried - but so far everything is moving as expected.
