- Dead cat bounce on EEM. - EEM is ready to breakdown.
US Dollar bullish US Treasuries bullish Don't buy the inflation hype
- No dividends - Profit comes from other investors - Musk prints new shares whenever he wants
Over-indebtedness is deflationary. US30Y will be going to 0.
Crude Oil going higher. Long energy stocks to play this trade.
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.