Bond yields are getting crushed as the "reflation trade" hits peak fantasy.
Who will be right, every idiot you know?
Or the bond market? pic.twitter.com/uzKTxAjnNw
— Mac10 (@SuburbanDrone) November 5, 2021
#recession … #GFC2 #UST #Bonds edition
Biggest ever #ShortSqueeze dead ahead? $TLT 📈🚀 https://t.co/enRYM3Rkr3
— Invariant Perspective (@InvariantPersp1) November 5, 2021
This week, Momentum Tech finally broke above the February high in a familiar pattern.
If this is a bull trap – which I assume it is – then the record down volume from February will be a mild warning of what's coming. pic.twitter.com/OHRdLuhQW0
— Mac10 (@SuburbanDrone) November 5, 2021
There's been a bunch destruction from all-time highs in distruptive growth. Here's just a few:
Zillow -67%
Robinhood -57%
Fiverr -51%
Pinterest -50%
Peloton -48%
Lightspeed -48%
Wix – 47%
Zoom -44%
Moderna -43%
Roku -41%
Zendesk -38%— Barry Schwartz (@BarrySchwartzBW) November 4, 2021
#recession … #GFC2 China #Consumer edition https://t.co/x1yrEzMVsC
— Invariant Perspective (@InvariantPersp1) November 5, 2021
#recession … #GFC2 #Commodities edition https://t.co/sk8fFYbyej
— Invariant Perspective (@InvariantPersp1) November 5, 2021
https://twitter.com/NorthmanTrader/status/1456577567344013314
US Credit Card Debt Soars Back Over $1 Trillion As Pandemic "Excess Savings" Run Out https://t.co/xhTuIx5HcE
— zerohedge (@zerohedge) November 5, 2021