BHP 0.86% $43.90 bhp group limited

Well, that could probably the whole point of buying entry,...

  1. 461 Posts.
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    Well, that could probably the whole point of buying entry, default risk, higher rate, uncertainty, higher usd, etc.
    I'm starting to enter back since I moved all to big US tech in early January. But yeah I don't know what's the bottom.

    I think debt ceiling is not about if not, most likely will be, on June 9th or later, with or without few technical default as risk. I think the question would rather be their final size. Too small and too big are both not good but I'm thinking it could be quite big but with central bank to sanitize them. Looking at bond price, tlt,tnx, I may think it could be price opportunity, blessing of pain in disguise. I think inflation will be back higher and rate to go up again until end or next year. Therefore for me, I think is good opportunity, but agree I don't know the bottom.
 
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