TACO man needs to up his game! Market clearly doubts he is sincere about ending the war - or even talking with Iran about ending the war.
And bonds smell it.
High Yield Credit Spreads Are An Accident Waiting To Happen
·
Catching Up With Our Shorts In Consumer Lending & Private Credit Markets
Today we had a broad risk-off session, with indices down across the board: SPX -1.8%, IWM -1.7%, and QQQ -2.4%.
Our META & GOOGL shorts did great!




