Commentary

3/11/21 Afternoon Signals xFF/c3>03

Have to admit that the cause and effect relationship between interest rates ticking up and the couch potatoes going down was never clear to me. Somebody pulls out of MSFT to buy 10 year treasuries yielding a juicy 1.60%? I’m just not macro enough.

I’m looking at making my stuff more suitable for real time decision making. Growth is doing well today. It would be nice if growth and value just rotated every day, like they have done here except somebody would probably have noticed by now.

Things are quite bullish here technically,

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