palo once in a while, you know, we just catch up and we brainstorm because we're kind of recreating the same thing. But, you know, that's the important thing about writing. You put it on paper and you become more accountable as well. So I found, I've actually found out that, you know, I started writing in October. And the reason why I sat down to start writing was because if you remember towards the end of October, there was the big pivot of Yellen and Powell. So I think at that time, you know, yields were blowing up to 5%. The market was at its lowest. Duration was getting sold off. Biotech was getting sold off. So I actually thought that was like a great opportunity in buying long duration, buying biotech, which I affectionately called the biotech Rosemary's Baby. Because it's kind of like devil's offspring of long duration in some ways. Like that's why it's long duration, like a Rosemary's Baby. So anyway, so it got me to think, you know what, this is a great opportunity. I want to (13/57)
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