Clouded Judgement 9.29.23 - Rates Keep Going Up
Clouded Judgement
SEPTEMBER 29, 2023
The government is going through quite a bit of quantitative tightening. In simplest terms, the government is selling bonds (ie raising cash) to fund operations and pay down interest expenses on the massive debt burden they have. Companies that do not disclose subscription rev have been left out of the analysis and are listed as NA.
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