RickRieder (6505356650535634)

Yesterday’s @federalreserve move signals something of an ending to a story that has played out for several months now, in terms of the Fed’s rate cutting cycle, associated with what were significantly restrictive interest rates.

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The ability to compound returns at these yield levels, while keeping overall portfolio volatility contained by limiting interest rate exposure, is an incredibly attractive proposition in our view.

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Broadly speaking, we think labor markets remain solid, but this month’s strong #JobsReport gain of 227,000 jobs in November largely represented a reversal of the hurricane and labor strike effects of prior months, which subsequently boosted hiring last month.

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Cats Helping With the Dishes, Kling AI by Pets Pixels Studio https://t.co/BgipcuFdq7

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