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Adam Galas
adamgalas.bsky.social
did:plc:dju7rgetkyq4hzeuhyzeqp47
Keep in mind this is mean reverting back to historically normal levels.
Also long-term bondyles are based on economic data which is still good.
Short-term FedExpectations are driven more by sentiment.
Long bonds? I'm 38% long bonds, 11% volatilitity adjusted bonds.
2025-03-31T14:49:14.001Z