One troll asked if I am massively long t-bonds given my deflation stance.
NO.
Balanced funds are getting smoked and the pain is only beginning.
You can't be long ANYTHING until the Fed reverses policy and re-starts QE. We are heading into a BLACK HOLE of liquidity. pic.twitter.com/IugY96W93F
— Mac10 (@SuburbanDrone) April 24, 2022
10Yr signal pic.twitter.com/8iMkHGTmDO
— Álvaro Oviedo 🇺🇦 (@alvoviedo) April 24, 2022
The Nasdaq 1971-2022t.co/QUl1LYPZiZ pic.twitter.com/kIjMfud8KY
— Wall Street Silver (@WallStreetSilv) April 24, 2022
Another example of a 'sell the rip market': summer of 2007 until winter of 2009. Every rally was a lower high to be faded. Many face rippers along the way of a rather steep decline that hastened.
Past is not prologue, but important to remember this in the context of BTD.$SPX pic.twitter.com/hlxlirniHx
— Markets & Mayhem (@Mayhem4Markets) April 24, 2022
EUROPEAN CENTRAL BANK PRESIDENT CHRISTINE LAGARDE SAYS EUROPE AND THE UNITED STATES FACE ‘DIFFERENT BEAST’ WITH INFLATION
That is one way to say it… 🙄
— Gold Telegraph ⚡ (@GoldTelegraph_) April 24, 2022
What would make me bullish?
Fed panic. Which will happen AFTER investor panic.
Here are my price levels based upon Fed policy reaction.
I won't buy anything until Zerohedge leads with a story that the Fed has lost control of the bond market.
THAT would make me bullish. pic.twitter.com/lgvCzh7fxE
— Mac10 (@SuburbanDrone) April 25, 2022
[CNBC] 81% of U.S. adults are worried about a recession hitting this year, survey finds