WOTE Asset Management: January 4, 2024

FED put a knife in the SPX parabola, raising the probability that Treasury issues a hawkish QRA on January 31 to take advantage of the drop in rates. Back to neutral for now while we reassess.

Disclaimer

In no way, shape, or form should my views and positioning be construed as investment advice. They are strictly for informational purposes only. I publicly document my personal investment pr…