on May 15, 2026, 15:53:10, in reply to "Feeling good, I have over a quarter mill of dry powder that is specifically"
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for good entry points into bonds. Deploying that had been difficult but this market action has me feeling better. A lot of my entry points were over 5% so it ain't no thang. I have several maturities that I'm still trying to buy for my "glidepath to 80" so this has me feeling better.
The crazy shit is that the JGB 30 year has now burst through 4%. That scares me more than the Treasury market. Previous Message
ouch.
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hey stud, how are your balls feeling with these higher rates? - Ari Gold May 15, 2026, 12:54:16
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