The inversion in US Treasurys is not as previous inversions. Prior to 2014, the Fed following Fisherian principles applied to contemporaneous factors would tighten and the longer maturities stay close to long term expected NGDP expected growth. The

Thomas (Tom) Lee (not the drummer) @fundstrat · Oct 24, 2022

Very #contrarian thought and actually thread shows solid rationale 👇

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by George Robertson

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