Right now, it’s not about prices creeping up. It’s about more and more people talking about prices going up. Fiat is about confidence. It erodes slowly, then a little, then all at once. Monitor the chatter as much as the price. Because the dam is breaking.

Right now, it's not about prices creeping up. It's about more and more people talking about prices going up. Fiat is about confidence. It erodes slowly, then a little, then all at once. Monitor the chatter as much as the …

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People worried about the 10y yield going out of control should recognise some things.

by GabenFanClub As I see it: 1) The yield is already starting to become attractive major foreign buyers. Japanese institutions are the biggest foreign buyers and are continuing to add more. investing.com/news/economic-indicators/foreigners-raise-holdings-of-us-treasuries-for-second-month-in-january-data-2447322 2) Fear of China selling USTs to cause …

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