@dampedspring@SafeGamble I don’t think that short stocks is a gimme trade in this scenario. 10s definitely rally (in price terms), but stocks/risk IMO rally too based on better outlook for inflation, interest expense, and sentiment provided that the slowdown is of the “soft landing” variety
@D2X_DT2 @Itsjoeco Okay, don’t disagree. But let’s not act like this is a fundamentally viable business given the overall industry competition and worsening vehicle utilization numbers