Show notes:
TMSpotlight:
8.28.23 "I Saw The Sign" It Was High Tech
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Bonds saw The Sign, and it opened up their eyes. They saw The Sign. Bears are demanding without understanding.Another week brings another attack on recent high yields but with no breakthrough above the pre-financial crisis resistance of 4.40 to 5.35 in the 10 yr yield.Is growth Konjunktur or Wachstum? The first German word describes economic cycles, while the latter expresses long-term growth. To address long-term problems requires defining problems. Rate cycles impact home lending, yet lenders thrive using tech to create a great UX and deliver high-quality loans to investors. Are you bitter or getting better?So, where do you belong?--------------------Song: The Sign (1993) Ace of Base https://www.youtube.com/watch?v=iqu132vTl5Y