Cair Andros

Semi-Quant

[Cair Andros @Cair_Andros]

Lava and quicksand really fell off as concepts in the last 20 years

[Cair Andros @Cair_Andros]

It’s so obvious at this point.

They’re going to let the boomers rotate their equities at aths into bonds at these levels.

And many will be left holding the bag in stocks for the next 2+ years

[Cair Andros @Cair_Andros]

@GoForGrubes2 @R01490275 Exactly. Asymmetric opp here 🤝

[Cair Andros @Cair_Andros]

@R01490275 @GoForGrubes2 Bad housing data is driving RKT lower. Market doesn’t understand RKT’s business. Buying here is a gift

[Cair Andros @Cair_Andros]

@GoForGrubes2 No longer liking RKT?

[Cair Andros @Cair_Andros]

@fejau_inc It’s from the World Cup

[Cair Andros @Cair_Andros]

@failuredril556 Might have been a bear trap. This admin wants lower rates and they will get them in time. Keep in mind Warsh just hired Peter Fisher to the Fed. Fisher halted bond issuance in 2001.