BRK.B benefits from yield spike

21 พ.ย. 2020

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.