The 10Y is on its way to 5.5% and will trigger massive panic among investors. Investors, who were previously willing to invest at any cost, will now sell at any price.

https://twitter.com/NorthmanTrader/status/1628002851266887680

https://twitter.com/MFHoz/status/1628071379307225088

Bulls, I know what you're thinking – worst breadth since the lows, must be oversold.

Not.

You have to repeat third grade. pic.twitter.com/z3FteVVv2e

— Mac10 (@SuburbanDrone) February 21, 2023

How to know you are in a bear market rally:

1) Unprofitable tech leads the way

2) While real rates are rising, pushing risk premiums higher

Yes, I know it's not popular to have a realistic view of the markets on here. But it's important to consider all of the possibilities. pic.twitter.com/CXmp7Zr63M

— Markets & Mayhem (@Mayhem4Markets) February 21, 2023

$AMZN and $MSFT were dead money for a decade before ZIRP and QE revived them.

Now that both ZIRP and QE are gone, how will tech perform? pic.twitter.com/LQzMLxu3Te

— Markets & Mayhem (@Mayhem4Markets) February 21, 2023

‘Canadian Warren Buffett’ says tech stocks more overvalued now than during dot-com bubble

A potential stock-market catastrophe in the making: The popularity of these risky option bets has Wall Street on edge