Yield Hunting November 2025 Newsletter | Now We Worry About Cockroaches
Optimism doesn’t deny difficulty; it sustains effort.”
- Unknown
“It’s generally human nature to overestimate risk and underestimate opportunity.”
— Jeff Bezos
Summary:
We continue to be risk-on with both bonds and stocks. On the stock side, we favor US large caps, especially in the tech sector, since that’s where all the growth lies.
The new buffers for Nov …
