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.
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.
评论:
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.
Just like I pointed out the breakout, I would like to follow up with a possible topping pattern on 30 year rates.
Real Macro Economic Investing
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What I do works in practice, not in theory.