Daily Charts - Consistent fast growth is rare and special
Fast Growth
-easy to grow fast once
-hard to grow fast consistently
Consistent fast growth is rare and special (and unusual... unlikely; cherish it if you find it, doubt if you're sold it!)
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2.Tech capex vs Commodity capex
--there’s only so long that tech can expand without commodity producers digging up the stuff they need to make things tech runs on and enables ...or the energy to power them for that matter!
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3.Bond Yields After Rate Cuts
As you might guess, 10-year treasury yields $iShares 20+ Year Treasury Bond ETF(TLT)$ tended to drift lower into the first rate cut, but in basically every instance bond yields pushed higher in the subsequent 18-months.
This would have reflected the fact that short/sharp/small rate cutting cycles would most likely have been cut short by a resurgence in inflation or just generally better growth and market conditions.
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- KSR·10-10👍LikeReport