TSX:NWH.DB.G - Post by User
Comment by
Matteo93on Oct 11, 2024 8:33pm
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Post# 36263518
RE:RE:Scotia update
RE:RE:Scotia updateI think it's more about 10Y/long end yields rising in a bear steepener situation, but i still would say even as much as long bonds have sold off, what matters most for operating is corp credit and that is still in great shape. It's the real tell. Nevertheless the 10Y rising affects their bottom line the most so obviously that's why we have seen it sell off. Bide your time collect the distributions, sell puts to boost the yield further..