Recent content by Schmeabs

Why are there a few people who live over 200 years in Fallout?

Great day to add NVDA if you don't already have a position

That article is stating what would happen in a worst case scenario, one that they view as a not very likely scenario. UBS base view is still for the 10 year to be at 3.85% at year end and that bonds are attractively valued right now. They have not wavered on that. I noticed you still have...

UBS came out this morning and increased their year end forecast of the 10 year Treasury from 3.50% to 3.75%. This is based on the recent stickyness of inflation data and they now predict 50 basis points in reduction this year of fed funds rate starting in September. Like I said before...

The base case for UBS is that the 10 year will end at 3.50%. That could change but that is where it is today. Go ahead and post where you think it will end up since you are the expert. 😅

That's the beauty of the market, everyone can have an opinion. I'll assume you believe the 10 year will end the year at 4.60%. We can revisit this at year end. Have a great day!

I am very versed in how markets work, I have been managing money over 20 years. I don't disagree with you that rates have backed up with some inflation numbers coming in hotter than expected. I just see that changing and I will agree to disagree with you.

No, I think we see 50-75 basis points of rate cuts this year. That is in line or a little short of expectations.

I expect growth and inflation will slow and apply downward pressure on interest rates. If we have a hard landing with a recession the 10 year could fall as low as 2.50%. If growth is strong I see it at 4% year end. However, the likely outcome is around 3.50% at year end. The labor market and...

I am talking about 10 year Treasury rates, not Fed Funds rate

I think we end the year around 3.50%

Danny Hurley cries to refs nearly as much as his brother Bobby.

I am now 2 1/2 episodes into 3 Body Problem. I still am confused as to what is going on.

Glad we can all agree. But to be fair, I am not sure to put aside partisan views when being a moderator. It would be very tough.

Only way I would pay any money for the political forum would be if there was no moderation. The PSF forum was dominated by liberals and the moderators were decidedly liberal as well.