Might be a solid bond trade setting up right now. I'm passing.

Not because it's bad. Because it doesn't fit the thesis.

Governments keep printing. Debt keeps stacking. Your savings get debased every year. That's the game. So I stay long the things that outpace debasement — tech, crypto, the secular winners.

A bond rally could even help the rest of the book through rate moves. Still doesn't matter.

A good trade outside your framework is still the wrong trade for you.