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ASS-ume. Didn’t your teachers teach you the derivation of that word. There is no such things as assumptions in markets that go their own way. (Cue someone dropping in a link to that great stock my.) cc @SantiagoAuFund

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I don't normally focus on short time frames. The only reason I'm doing so here is bc 2 weeks ago I was on a show where I was told in no uncertain terms that the dollar index would no longer rise along with yields. Here is what has happened since then. Remember, it aint what you dont know that gets you in trouble, its what you know for certain that just aint so. Stay nimble out there...

SantiagoAuFund ↗
Library as of 2026-10-22