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WorstLuck

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WorstLuck

Re: DewDiligence post# 209719

Wednesday, 03/08/2017 8:28:04 PM

Wednesday, March 08, 2017 8:28:04 PM

Post# of 252209
I tend to agree with that and it is part of my investment thesis.

The more important question right now might be what the market thinks of that. I don't have a good feel for that right now, although I have seen duration mentioned as a reason to buy. Right or wrong my position size right now is fairly conservative, where it had been strongly overweighted around $13 dollars.
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