This is nuts XLF Fed is wrong, and the markets know it

So, if you look at XLF, Never fully recover since the financial crisis, so the big jump in Yields, since 2017 trump presidence is back where all rally started, the weird thing is that correlation bewteen yields, and bank stocks was right in dicember and these 5 month rally, in anticipation of earning is not price in, earning cuts, honestly did you know that banks, make less money when yields are below 3%, so the last year speculators, told that 10 yield could be 4.5% in what universe thats is going to happen? people dont see it yet,im scare how reckless banks and fund managers has been in the last 5 months all because of china trade deal like, tax cut 2018, always a reason to keep these bubble higher than ever, these distorsions of reality is what make vix explotions, is like there is not risk at all, these time are full controversial because there has been low volume, if these low volume extend, we could have liquidity problems, i honestly dont know if we are near or close to a recession, but in fact is when the fed tell that we have a recession is already too late, Germany near recession, japan, near recession, the bigger risk that all world market is that there is a deflation risk, because of these stupid monetary policys, is like a cocaine that markets coudnt live without, i dont Know when markets are going to pull the trigger but im not long term these market at all, in fact that all these gains of 2019 are superficial and artificial, all manipulation the same manipulators are back in, shorting the vix, until the whole thing implode, if you are a long term investor, look at perspective where you are now, where you want to be meanwhile, i will be ready to short the hell of these bubble. Becareful traders. GL