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jaypay's avatar

Excellent post as always, Thanks. As fed steps in normalizing its policy with inflation coming and pressures from pretty much everywhere mounting, do you have a ballpark figure for 10yr at year end or maybe next year?

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Mark Louis's avatar

Great minds think alike - i love the the dividend futures idea and have a position. In a true inflationary scenario the out years are quite cheap. Further, the threat of a stock buyback tax from DC could shift some shareholder payouts into dividends.

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