https://www.marketwatch.com/articles...=mw_latestnews
Cash is King trade is ending finally !!!
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https://www.marketwatch.com/articles...=mw_latestnews
Cash is King trade is ending finally !!!
Great logic and what keeps you one step ahead of the heard.
Do you have 150 billion you're trying to invest?
What have Berkshires cash levels been over the last 5 years?
Has he EVER invested cash in ANYTHING but short treasuries??
He found them as good an investment at 5000 year lows...
And had the same amount of cash in late 2019 and 2020... Selling stocks and all in treasuries...
Keep up the solid analysis.
RBA raises rates …..acknowledging more work to do
Our Adrian remains focused on the climate ……should be having another rates increase this month but won’t. Hope he gets moved on somehow
They have just woken up and doing catch up ...when RBNZ was doing 50 up they were doing reluctant 25 and some pauses ...IMHO RBNZ did much better job then spineless RBA !!
RBNZ finished its job long time back ...now just sitting back and let the high rates and bond yields do the final act