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Posted

It's up after hours, so possibly not.  But no idea how people will feel tomorrow. 

 

I think most people thought rates were going up, and it was contrarian to think he'd be dovish?  But maybe everybody was HOPING he'd be dovish, and so have been caught offside.

Posted
On 4/28/2026 at 8:08 AM, TwoCitiesCapital said:

I think a 6+ month reversal in a multi year trend that was basically uninterrupted is more signal than noise 🤷‍♂️

 

Let's add another two months to the trend. 

 

 

Screenshot_20260625-083419.png

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