80 IQ musings on the way to work this morning. While it is probably frustrating for some to see the bigger treasuries with prefs take off before us...... I would be more worried if they didn't - this would indicate a fundamental problem with the model that we are adopting in the not so distant future. Seeing MSTR and (especially) ASST run up only makes me more bullish because what happens if SWC announces a digital credit product and even a small % of that capital rotates in to a company the size of SWC with an investor base that aren't selling? Might break the LSE. NFA - just my thoughts.
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