Retail think the stimulus will push the market much higher.
The problem is that it might push cyclicals higher, but the 10Y will rise and as a result growth stocks will sell-off further which they are long.
— HOZ (@MFHoz) March 6, 2021
*BIDEN'S $1.9 TRILLION STIMULUS BILL PASSED BY U.S. SENATE
— *Walter Bloomberg (@DeItaone) March 6, 2021
BIDEN SAYS THE RESCUE PLAN WILL GET CHECKS OUT THE DOOR STARTING THIS MONTH
— FXHedge (@Fxhedgers) March 6, 2021
Yields gonna rip these markets to shreds on inflation expectations.
— Rome wasn't built in a day (@AvengeRome) March 6, 2021
WHO IS GOING TO BUY ALL THESE TREASURIES 🤔? pic.twitter.com/hasfrzOrFp
— Win Smart, CFA (@WinfieldSmart) March 4, 2021
This man knows pic.twitter.com/A4jI5spFVF
— BLACK SWAN (@RetirementRight) March 6, 2021
Looks like the 10Y has more room to go.
Stimulus passed. Inflation expectations will go further up.
10Y melt up on Monday. pic.twitter.com/kzig1KPrJG
— HOZ (@MFHoz) March 6, 2021
— BLACK SWAN (@RetirementRight) March 6, 2021
For hedge funds, the pain is just starting pic.twitter.com/jH5EUjPKja
— zerohedge (@zerohedge) March 6, 2021
If rates keep rising (which they will) – total collapse pic.twitter.com/jrOrwQm9BF
— BLACK SWAN (@RetirementRight) March 6, 2021
That would cause the dollar to legitimately collapse. https://t.co/MGFSyMtFNf
— BLACK SWAN (@RetirementRight) March 6, 2021
If Federal Reserve is smart and I think they are.
They will let the market crash. People will flee into the US Dollar and Bonds. The 10Y would go down to 0-0.3%.
This will give them more ammo to print more money.
They did this in 2008.
— HOZ (@MFHoz) March 6, 2021
REAL RATES VS. FORWARD P/Es 😱 pic.twitter.com/wqdJ1T3pBg
— Win Smart, CFA (@WinfieldSmart) March 1, 2021