You can’t be long ANYTHING until the Fed reverses policy and re-starts QE.

One troll asked if I am massively long t-bonds given my deflation stance.

NO.

Balanced funds are getting smoked and the pain is only beginning.

You can't be long ANYTHING until the Fed reverses policy and re-starts QE. We are heading into a BLACK HOLE of liquidity. pic.twitter.com/IugY96W93F

— Mac10 (@SuburbanDrone) April 24, 2022

10Yr signal pic.twitter.com/8iMkHGTmDO

— Álvaro Oviedo (@alvoviedo) April 24, 2022

https://twitter.com/WallStreetSilv/status/1518341057402003459

Another example of a 'sell the rip market': summer of 2007 until winter of 2009. Every rally was a lower high to be faded. Many face rippers along the way of a rather steep decline that hastened.

Past is not prologue, but important to remember this in the context of BTD.$SPX pic.twitter.com/hlxlirniHx

— Markets & Mayhem (@Mayhem4Markets) April 24, 2022

EUROPEAN CENTRAL BANK PRESIDENT CHRISTINE LAGARDE SAYS EUROPE AND THE UNITED STATES FACE ‘DIFFERENT BEAST’ WITH INFLATION

That is one way to say it… 🙄

— Gold Telegraph ⚡ (@GoldTelegraph) April 24, 2022

What would make me bullish?

Fed panic. Which will happen AFTER investor panic.

Here are my price levels based upon Fed policy reaction.

I won't buy anything until Zerohedge leads with a story that the Fed has lost control of the bond market.

THAT would make me bullish. pic.twitter.com/lgvCzh7fxE

— Mac10 (@SuburbanDrone) April 25, 2022

[CNBC] 81% of U.S. adults are worried about a recession hitting this year, survey finds