Yields are going down again so we are back to business as usual this week, disinflation. But could this bond move be a head fake? I think this gap up from Berkshire is insanely bullish. Accumulation seems smart here given this little selloff. Pyramiding in is my plan. We need to see if we will get a tech rally as I am wondering if folks will pile more into those stocks again given this yield change.
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