Thank you for your kind words. The FFF pricing is now for 82% of a cut in December! So the further upside from this thesis is limited. I've trimmed my long positions in Ultras. More in my live trading chat where I provide live portfolio updates in-between my weekly snapshots: https://substack.com/chat/6441813/post/a5372150-2758-4a4e-a22d-a8382b0dad89
This article come at the perfect time! Your December Fed cut call feels so incredibly smart.
Thank you for your kind words. The FFF pricing is now for 82% of a cut in December! So the further upside from this thesis is limited. I've trimmed my long positions in Ultras. More in my live trading chat where I provide live portfolio updates in-between my weekly snapshots: https://substack.com/chat/6441813/post/a5372150-2758-4a4e-a22d-a8382b0dad89