Yeah may hedge alittle. Haven't decided. Waiting to see what Trop Storm NATE does in the Gulf. Models show New Orleans may get a direct hit. Between PR and all the other money used plus GDP coming next Q and Q1 not sure they raise rates. Besides the Stock Market going up up up there is zero inflation and rising Dollar only hurts Exports.
Still a lot at play, but you may be right.
I will continue to Snipe where I can and potentially look at a hedge