Robert Schiffman
👤 SpeakerAppearances Over Time
Podcast Appearances
We can never call the top.
Let me tell you something, though.
I think there's more bonds to come.
We still have Microsoft.
We still have Meta.
We still probably have Amazon.
You know what?
They might.
And they also might do a lot of other incremental currencies like we talked about yesterday.
I'm actually surprised they stayed out of the Euro market.
I think there's a bid deep demand.
There is every portfolio manager that we are talking to is talking about having excess cash on hand.
And everyone is looking at the same compressed yields.
There is a bid for yield.
It is not going away anytime soon.
So if we hit the top of the market, I don't think it's today.
Maybe it's next week.
Maybe it's going to be in three weeks, but I don't think it's yet.
Listen, I've never been as bullish on tech as I am today.
I don't think these companies have ever been better positioned.