michael

[michael @mcoondog]

@shortseller Is this a Star Wars script?

[michael @mcoondog]

@dampedspring Now look at 3 yr and 10 year comparison

[michael @mcoondog]

@BobEUnlimited What about s&p 493 forward pe?

[michael @mcoondog]

@bcondotta That was actually wide open to the outside if he follows the full back.

[michael @mcoondog]

@dampedspring @Johncomiskey77 Lppa

[michael @mcoondog]

@DsrPrivate TIP has duration, is STIP preferable?

[michael @mcoondog]

@DsrPrivate Any changes to smart beta based on tomorrow?

[michael @mcoondog]

@DsrPrivate How much more will you buy at 21.66?

[michael @mcoondog]

@TCSWashington ..

[michael @mcoondog]

@Culture_Crit ,.

[michael @mcoondog]

@DsrPrivate 2% on dsr beta, spy?

[michael @mcoondog]

@InternetH0F Touch and hold a clip to pin it. Unpinned clips will be deleted after 1 hour.Touch and hold a clip to pin it. Unpinned clips will be deleted after 1 hour.

[michael @mcoondog]

@DsrPrivate @andre_antunes Thank you!

[michael @mcoondog]

@DsrPrivate @andre_antunes I haven't been around long. Did smart beta go 30 percent early this year too or just recently?

[michael @mcoondog]

@DsrPrivate Thanks Andy

[michael @mcoondog]

@DsrPrivate What would you choose between STIP, TIP, TIPX or TDTF?

[michael @mcoondog]

@DsrPrivate Any long assets that you see working the same as short 60-40? Only one I think of is buy 3 - 12 mo t bills and and hold to maturity...

[michael @mcoondog]

@Softykjr Play clock was at 1

[michael @mcoondog]

@DsrPrivate Thanks for spelling out the view. Super helpful for me as I make intermediate under and over weights not short term. Been in cash for my bond allocation since Feb.

[michael @mcoondog]

@DsrPrivate Ya that makes sense... what is your best guess on when long term rates peak in higher for longer base case?