I don't think there's anything more to it. I'm feeling very calm right now, even a little excited.

First: The probability of a rate hike in October hasn't kept climbing; it's back above 20%. That shows everyone knows perfectly well that you can't raise rates.

Second: This whole episode has knocked down the 10-year U.S. Treasury yield.

Honestly, it fits the pattern of a drop followed by a rally before the midterm elections.

That's all—I'm going to find a good entry point and go in big.

🙏🙏🙏 https://t.co/VoFJl2VhFX