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“a dovish essentially labor report which should knock bond yields off what they were higher this morning. You don't need a crystal ball. You need a process.”
“So what I'd expect to have happen here is that bond yields start to decline okay bond yields go down from the top end of the range and that starts to tone down a bit we'll have to see.”
“I mean bond yields when they're at the top end of the range, you buy bonds. Okay, so today I'm not going to buy like mongo.combomb MDB whatever software thing. We're short software.”