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Randy Best's avatar

Trump is surrounding himself with swamp creatures. So much for MAGA.

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Ol Hickory's avatar

Greg I’ve been on board with you for years but I think we really need to rethink our exit strategy. I don’t think the MMRI is forward looking enough to get out in time.

Also before and during crashes, like in 2020 and 2008, bond yields fell drastically, which would prevent the MMRI from rising much.

I think a better strategy is to use the yield curve. If we look at the last 3 crashes, they all happened 3-6 months after the curve un-inverted. I think that’s a good indicator of when to get out. (Currently the curve is still inverted but will likely un-invert once the Fed starts cutting)

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