Can't help but notice the incredible amount of people calling for recession this or no recession both on Bloomberg and CNBC using the 10Y -2Y without adjusting it for the money debasement?
Could not be more clearer almost all of these "market experts" still living in pre 2008 with their degrees are going to be absolutely obliterated buy the CPI and eventual...
Take some time to focus on the information and macro movement here and compare it with my notes.
Why are leading economists and leading institutions fumbling? imagine comparing history prior to 2008 where Quantitative Easing did not exist.
No standard macro indicator will be accurate due to the debasement of money that happen during the GFC, compare the SPY to...
A lot of charters trying to bring to light the T10Y2Y, not a lot of charters adjusting the yield to the M1 or M2 supply correcting it for the QE that did not exist to prior times this has predicted recessions.
What does it tell us when we do this? you've missed the bottom.
What's even more scary? the US stock market has not yielded real gaining returns for...
Quantitative Easing, a fancy way of describing a bubble, the easy way out.
QE Alpha
During QE Alpha, speculation lead to a massive bubble, and a painful burst.
Technicals: A Fibonacci Retracement shows that price followed closely it's levels.
QE Beta
During QE Beta, after stabilizing from the Great Depression, and after the end of WW2, economy rose...
