@WillieDelwiche As some other commenters have noted, doesn’t this indicator tend to mark market bottoms? It would seem to indicate contrarian bullishness today, no?
@MikeZaccardi Have you ever seen data on how accurate the GDPnow estimates turn out to be? Seems like this is 5.6% estimate needs to come down a lot, but does GDPnow tend to be directionally accurate?
@junkbondinvest Is $TLT your preferred way to play this? Sorry if I missed it but curious if you publish your portfolio anywhere. Also curious if you’re looking at EM bond ETFs as well.
@WSJ It's not surprising that lenders would oppose significant change given that any major discontinuities in lending markets can make underwriting harder...
...but this does read like an attempt by existing lenders to limit potential new competition in an established market.
I'm CEO of a <$30m mcap project. We have less than three months runway with 15 ppl on payroll and no chance of raising. Tried everything, even the "ecosystem fund" good guys ghost us for $500k tickets. Considering market dumping treasury to survive and keep paying salaries.