Bond yields are getting crushed as the “reflation trade” hits peak fantasy. Biggest ever short squeeze dead ahead? $TLT

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 📈🚀 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 t.co/x1yrEzMVsC

— Invariant Perspective (@InvariantPersp1) November 5, 2021

#recession … #GFC2 #Commodities edition t.co/sk8fFYbyej

— Invariant Perspective (@InvariantPersp1) November 5, 2021

Ah the good old days when correlations still mattered.. t.co/pwM3XoGkxl

— Sven Henrich (@NorthmanTrader) November 5, 2021

US Credit Card Debt Soars Back Over $1 Trillion As Pandemic "Excess Savings" Run Out t.co/xhTuIx5HcE

— zerohedge (@zerohedge) November 5, 2021