Sometimes I feel like I'm standing on the Titanic screaming "iceberg" while everyone keeps on dancing on the deck below. pic.twitter.com/HxEHDpHsVK
— Sven Henrich (@NorthmanTrader) July 7, 2021
this is why #bonds are rallying… its not the tighter #Fed its the skidding #economy pic.twitter.com/MjGBCFfyhC
— CrossBorder Capital (@crossbordercap) July 7, 2021
Deflation https://t.co/yUmrXfTIzk
— Farris BABA (@farrisbaba) July 6, 2021
And now they've incentivized institutional buyers such as Blackstone and Blackrock to become landlords with Blackrock as their chosen executor to buy MBS in the first place and these institutions further adding to the demand equation.
This is madness.
— Sven Henrich (@NorthmanTrader) July 7, 2021
Risk Seeking High pic.twitter.com/rB1DGxhqYM
— Win Smart, CFA (@WinfieldSmart) July 7, 2021
Retail Investors are optimistic pic.twitter.com/W9eE4JHtyP
— Win Smart, CFA (@WinfieldSmart) July 7, 2021
— M/I_Investments (@MI_Investments) July 7, 2021
— M/I_Investments (@MI_Investments) July 7, 2021
BofA still bearish…peaking PMI’s = IG credit > HY & flight-to-quality pic.twitter.com/ufpRNbTKrg
— PIRATE BIGGS (@Saburgs) July 6, 2021
tightening yield curve might not be good a thing pic.twitter.com/VaOdndsdLF
— Alastair Williamson (@StockBoardAsset) July 6, 2021
NASA is now searching signs of intelligence on a habitable planet, having struck out on this one. Aliens are cloaking their planets so we can't find them. https://t.co/OmTCmLxbpT
Another divergence: % of Nasdaq BELOW the 50 dma at an all time high is tied for the record: 53% pic.twitter.com/pd82WPKTpC
— Mac10 (@SuburbanDrone) July 7, 2021
At today's all time closing Nasdaq high, the number of negative advance-decliners hit a multi-decade record.
Buyer be unaware. pic.twitter.com/bUh4biOkZP
— Mac10 (@SuburbanDrone) July 6, 2021
Breadth on the bounce was poor; $VIX & $VVIX both look good; I will stick with the doomsday $ES count pic.twitter.com/BeaTy8ojsQ
— Dereck Coatney (@DereckCoatney) July 6, 2021
What is NOT known by the masses is frightening.
So few realize that the vast majority of excess post-pandemic savings is concentrated in the hands of those 65 & older.
When was the last time you saw -in a zero interest rate world – a retiree LEAD THE CHARGE on splurge spending? https://t.co/AARewu06uo
— Danielle DiMartino Booth (@DiMartinoBooth) July 7, 2021
When the world 🌎 makes no sense, what can you hold onto? pic.twitter.com/Do0VIXaGe6
— Win Smart, CFA (@WinfieldSmart) July 6, 2021
100% guaranteed lockdown extension .
3 months ? https://t.co/YJBDH7Vm9f
— The Great Martis (@great_martis) July 7, 2021
GERMAN 🇩🇪 INDUSTRIAL PRODUCTION pic.twitter.com/Z03G5F5duu
— Win Smart, CFA (@WinfieldSmart) July 7, 2021