30 year Mortgages Will Get More Expensive in 2022

2022年1月4日

The biggest news in 2022 is not AAPL nor TSLA. It is the sell-off in bonds that has been
taking place the first 2 days of the year that are now breaking key structures that few
are talking about but soon will be.

While many will be quick to point out this is not the 80's inflation, my response to them
is it doesn't need to be so much more debt both private and public, bc the cost of servicing
that debt is much more substantial today than it was in the '80s. Not to mention we were
net exporters then not massive importers like we are today.

Markets have been caught flat-footed with the "transitory" meme, as such we could see rates
play catch up in 2022 according to the charts.

2023年3月2日

注释

Back on Jan 2022 I first warned that the Big News was not AAPL & TSLA it was mortgaged US30Y. of course, no one had a clue what I was talking about then. Today they are all "experts" telling you about it.

What I do works in practice, not in theory.

2023年9月11日

注释

Who remembers that inflation is "Transitory" "supply chains" blah blah Well if you listened to the message of the market you would have known that was all just rubish talk.

Just like I pointed out the breakout, I would like to follow up with a possible topping pattern on 30 year rates.