Good points but QE has caused all kinds of distortions in the markets - credit spreads being the most affected. Based on market internals, I think we're setup for a big move. Timing is always the rub, I hope to be the beneficiary of it through the end of this year and into next.
I'm certainly hoping to see continued strength in CTIX as the world's faith in CBers starts to wane and the heard realize that government almost never knows best, and that loaning unlimited amounts to them should be prices accordingly.
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