The market is record short and the global economy is slowing again. Dumb money is going all in, no VIX, no Gold, no Bitcoin no USD, no hedges, nothing. Balls out, all in stocks.
I'm watching 30 year bond yields very closely. The market is record short and the global economy is slowing again. My view remains that rates go lower but let's see. pic.twitter.com/UoM2wjKILT — Raoul Pal (@RaoulGMI) November 27, 2020 Dumb money is going all in, no VIX, no Gold, no Bitcoin no USD, no hedges, nothing. … Read more