No qualifying author-owned investment thesis was confirmed in this post.
Actionable macro thesis with causal rationale, but no specific identifiable asset or ETF named.
Comments38
▶ Full Post Text
Just looked at the NFP print. the gap is massive.
We got 130k jobs added against a 55k forecast. Unemployment dropped to 4.3% instead of rising.
The market was desperate for a slowdown to justify rate cuts. That thesis is gone. If labor is this tight, inflation isn't going anywhere anytime soon. The fed has absolutely zero room to ease right now.
"Higher for longer" isn't just a tagline anymore, it’s the baseline. Be careful with long duration here.