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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: dealraker   😊 😞
Number: of 15055 
Subject: Re: OT: T-bills
Date: 02/21/2025 2:36 PM
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No. of Recommendations: 9
I'm loaded to the gills with short term treasuries and a few CLO's, etc. I'm probably in the minority but I see budget deficits going up with a vengeance rather than down. I'm also in the camp that eventually "some" of the longer higher rate treasuries have some chance of being "restructured" - meaning the rate will be cut. In my view all the norms and standards of the past are on the chopping block.
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