They are stopping QT. He straight up said liquidity is a problem. They're letting MBSs roll off and buying short term Ts to replace them. If SOFR and EFF keep giving them grief, they'll inject some money. It's time to party!
I sold half my position today just under $267
I only did it because I'm retiring in December and I have to start de-risking my portfolio. I'm long and strong on Lisa Su for the other half of my shares. Looking for $325 by February 2026
I agree. I keep most of my investments in good dividend stocks that I will own no matter what happens (not like Coke or XOM are going out of business) while playing with a few k in another account, slowly adding to my dividend account with money made on options and bets while the getting is good.