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Jun 30, 2023Liked by Bob Brinker

Yield curve hitting -106 today, inflation still too hi and yet month end-qtr end stock market chasing market. Everyone has been saying recession for more than a year.......is the yield curve different this time? Does the stock picker and timers know something the bond guys don't? I keep waiting for the pullback to jump in or even dollar cost buy in......tbill and floating rate IG is all I got this year.

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The October lows looking good.

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