Waving in the 'Yella Fella'
A quick follow-up on our weekend note plus our weekly review of BUSHY™ and live Acorn trade ideas. 'Start the Week': 2026, Week 30.
In the weekend flagship note, the 🐿️ conducted a ‘red team’ exercise on his long-term ‘passive aggressive indifference’ to the long bond. Check it out via the link below 👇:
Before we get to the portfolio reviews, I want to follow up on the idea that I teased at the end of the weekend note.
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For now, I do not see great risk/reward in chasing bonds on the short side. 🐿️’s favorite weapon of choice here is Simplify’s PFIX 0.00%↑ ETF. Too much too quickly in my opinion.