October 3rd Daily Market Note: The narrative continues to be Higher Yields severely restricting any equity recovery. But for how long?
10/3 Premium Strategy Note
Intellectually Nourishing Quote: The nearer a man comes to a calm mind, the closer he is to strength - Marcus Aurelius
Bottom Line: The narrative continues to be Higher Yields severely restricting any equity recovery
Forward-looking Conclusions of this note:
Macro: Investors need to see the 10Y Yield at the very least stop rising before they feel more …