I don't try and pretend to be something that I'm not. No different than my like thoughts on oil, right? Like when I was talking about oil for the longest time, it was like, okay, well, if the war is on, oil up. War is off, oil down. And it's like quite that simple. My thoughts are kind of the same here for the yields. The yields are very high. So something is going to happen soon. Either this is going to unwind, right? And stocks can have another leg up. Or if this continues to go higher, we might be in, we might be preparing for a risk off type of regime here for the next little bit as stocks unwind.
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