Sold me entire holding in PMV yesterday expecting a result like this (but also because valuations are just way over the top) Rates likely to go 0.5 again by the Fed back to back which is a flashing red light IMO.Don't think PMV will be the last of my holdings that I sell out of, as just like PMV, it really is hard to justify current prices. I'm anticipating a likely scenario that once the music stops I want to make sure I don't need to scramble to find a chair.
(20min delay)