This is an extremely important week of data.

So, you know, we're This is an extremely important week of data.

So, you know, we're talking about this on Thursday.

Yesterday, we have the quarterly refunding

and we had the FOMC. Quarterly refunding and we had the FOMC.

Quarterly refunding, bullish.

FOMC, Powell stuck to the script, would argue bullish.

Tonight we've got Apple, tomorrow we've got non-farm payrolls. If the bulls check the box on those,

then, you know, I think Santa Claus is coming to town.

The Bulls don't check the box on those.

Then, you know, I think this is another short-lived bounce

that reloads opportunities for me and you to short.

Go back to what you said for a second with Powell.

It was bullish, but in what realm?

They're not likely to lower rates anytime soon. The higher for

longer or stable for longer is likely to be there. Now we've seen the bond market go haywire in both directions.

Zipped up the 10-year Treasury to a neat 5%,

allowing a couple of well-known billionaires to exit their positions.

I reduced mine probably by 70% but still still hold some. But then it just seems to me like we're sort of in that crazy

season which comes along more frequently than it used to, where the moves are so quick and the reversals are so quick,

you have to decide, are you a trader or your investor?

It's hard to be somewhere in between.

...