The headline everyone's reading: (https://www.marketwatch.com/story/these-stocks-are-in-trouble-now-that-kevin-warsh-removed-the-markets-guardrails-f7f1e51c?mod=mw_rss_topstories). What nobody's saying: the guardrails were protecting YOUR portfolio, not hurting it. I've been positioning for a "higher-for-longer" regime, and I was right on duration compression.

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