Rate hikes are over. The market knows this so fairly surprised this hasn't started to run ahead of this known fact. PCE inflation(at 4.4% this Friday) should cross well below long term rates(6%). This has always resulted in peak or decline in rates. PCE is the FED's signal not the CPI. If this doesn't start moving it is something internal that is broken. Waiting to double down until I know the answer.
Not the biggest fan of unity but at these prices dipped into it a little bit. Meta verse is the future but not sure how many years have to wait for this tech to take off. $Unity Software Inc.(U)$
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