30 year yield has topped, increased my position in 30 year treasuries. Disinflation is coming later this year, already seeing it in durable goods.
US Dollar bullish US Treasuries bullish Don't buy the inflation hype
Crude Oil going higher. Long energy stocks to play this trade.
- No dividends - Profit comes from other investors - Musk prints new shares whenever he wants
Over-indebtedness is deflationary. US30Y will be going to 0.
Looks like yields on 20 and 30 yr US treasuries are heading lower.
- GLD going lower - SPY, QQQ going lower - BTC going lower
Just want to lose money as fast as possible.