TSMC's Arizona expansion looks meaningful. It adds domestic chip capacity and creates high skilled jobs, which is a real win for the local economy.
I also had to think through what "shorting Treasuries" means. It's not betting against the U.S. government. It's betting that Treasury bond prices fall and yields rise. If the economy stays strong, investors may move away from safe haven assets, putting downward pressure on bond prices.
Under the wig it's a loan at a rate. You hand over cash, somebody promises to give it back with a little on top. Shorting it means you think the rate's too low, and that somebody's about to notice. It’s a tongue-breaker, really. @Jordi Federer – Hayloo INC. Always tilts his head, when he speaks about treasuries. I’m not sure if he knows… LOL
TSMC's Arizona expansion looks meaningful. It adds domestic chip capacity and creates high skilled jobs, which is a real win for the local economy.
I also had to think through what "shorting Treasuries" means. It's not betting against the U.S. government. It's betting that Treasury bond prices fall and yields rise. If the economy stays strong, investors may move away from safe haven assets, putting downward pressure on bond prices.
Under the wig it's a loan at a rate. You hand over cash, somebody promises to give it back with a little on top. Shorting it means you think the rate's too low, and that somebody's about to notice. It’s a tongue-breaker, really. @Jordi Federer – Hayloo INC. Always tilts his head, when he speaks about treasuries. I’m not sure if he knows… LOL
I do that on purpose, so you get it @Hayloo INC.