Bonds are at a Critical Juncture.
Unable to serve their function due to YCC we are now
staring down the Crack the Boom Phase V.5
Not much is functioning correctly... not remotely.
_______________________________________________
We are quickly becoming Zimbabwe.
Of the 3 Capital Stocks, Equities may well end up the
catch-all bucket and Melt Up in Violent Fashion.
By appearances, the Equity Complex itself is the remaining
capital Stock for the Inflation Trade.
Real Estate is immobile, illiquid and the Bond Market
remains on the Path of Destruction. Both DOA in Real Terms.
If you did not believe this earlier, perhaps now...
The Raven has made it clear you will lose 2x as quickly.
Welcome to Zimmy World akin to Waterworld but we are
afloat in a Sea of Sharks feeding on the remaining viable,
liquid - Equity Complex.
McC OSC's are deeply in negative for all Indices - DEEP.
They declined yesterday as the ES NQ YM RTY all reversed.
Frankly, horrifying as What is, is not what should be as the
Flamingo's Sports Book has gone into DeFib Mode.
___________________________________________________
They are using the Recalc to extend and pretend, a concern
we expressed would be a game-changer, it now is realized.
Yes, the Indices are grossly overbought and could face a reversal...
Maybe...
A great deal will depend on how committed Everyone is to the
Zimbabwe Trade.
___________________________________________________
Sad, pathetic, destructive - yes.
It is what it is, be prepared for complete Insanity.
It's beginning.
Powell made it quite clear, repeatedly clear - the Focus and cover
is labor. Rates... the slide in 2 for 2022, lied, of course, then added
potentially 3, then mentioned 2024...
The FEDs #1 Mandate is Price Stability... # 2 Full Employment.
Raven went all in by not mentioning Mandate #1, they abandoned
it. It isn't Transitory - it is the way, Instability.
Both are now a joke so depressing, it warrants consideration
as to what they are truly after.
It is quite simple - protect their own.
It disgusts me to write this, but I'd be remiss in not doing so.
_____________________________________________________
The Only thing that can upend this insidious trend is Yields.
Flattering to Inversion on the Short End will take time.
Equity Complex Extensions to follow in Commentary.
Unable to serve their function due to YCC we are now
staring down the Crack the Boom Phase V.5
Not much is functioning correctly... not remotely.
_______________________________________________
We are quickly becoming Zimbabwe.
Of the 3 Capital Stocks, Equities may well end up the
catch-all bucket and Melt Up in Violent Fashion.
By appearances, the Equity Complex itself is the remaining
capital Stock for the Inflation Trade.
Real Estate is immobile, illiquid and the Bond Market
remains on the Path of Destruction. Both DOA in Real Terms.
If you did not believe this earlier, perhaps now...
The Raven has made it clear you will lose 2x as quickly.
Welcome to Zimmy World akin to Waterworld but we are
afloat in a Sea of Sharks feeding on the remaining viable,
liquid - Equity Complex.
McC OSC's are deeply in negative for all Indices - DEEP.
They declined yesterday as the ES NQ YM RTY all reversed.
Frankly, horrifying as What is, is not what should be as the
Flamingo's Sports Book has gone into DeFib Mode.
___________________________________________________
They are using the Recalc to extend and pretend, a concern
we expressed would be a game-changer, it now is realized.
Yes, the Indices are grossly overbought and could face a reversal...
Maybe...
A great deal will depend on how committed Everyone is to the
Zimbabwe Trade.
___________________________________________________
Sad, pathetic, destructive - yes.
It is what it is, be prepared for complete Insanity.
It's beginning.
Powell made it quite clear, repeatedly clear - the Focus and cover
is labor. Rates... the slide in 2 for 2022, lied, of course, then added
potentially 3, then mentioned 2024...
The FEDs #1 Mandate is Price Stability... # 2 Full Employment.
Raven went all in by not mentioning Mandate #1, they abandoned
it. It isn't Transitory - it is the way, Instability.
Both are now a joke so depressing, it warrants consideration
as to what they are truly after.
It is quite simple - protect their own.
It disgusts me to write this, but I'd be remiss in not doing so.
_____________________________________________________
The Only thing that can upend this insidious trend is Yields.
Flattering to Inversion on the Short End will take time.
Equity Complex Extensions to follow in Commentary.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.