Gelubrin

[Gelubrin @Gelubrin15]

@DannyDayan5 https://t.co/mELBJkx2uj

[Gelubrin @Gelubrin15]

@DannyDayan5 Financial Times yesterday shows that investors are selling off assets, including bonds linked to projects with major tech tenants.

I’ve put the text into an image so that more of it would fit:

[Gelubrin @Gelubrin15]

@DannyDayan5 And these would have led to the hypothesis of higher inflation.

[Gelubrin @Gelubrin15]

@DannyDayan5 Some take cold showers with water below 1.1350 degrees in November.

[Gelubrin @Gelubrin15]

@DannyDayan5 But is this specialist guiding us in the right direction?
5y CHEAP

[Gelubrin @Gelubrin15]

@DannyDayan5 My opinion:

The USD is currently being supported more by U.S. rates / Fed repricing than by a strong and broad-based wave of capital flowing into U.S. risk assets.

[Gelubrin @Gelubrin15]

@DannyDayan5 @prometheusmacro 👍👏

[Gelubrin @Gelubrin15]

@DannyDayan5 Bravo, Danny! Technically, the W1 trend was bearish. The fundamentals confirm the move.

[Gelubrin @Gelubrin15]

@DannyDayan5 Bravo, excellent observation.
The INFLATION % CONS in the table shows us how much inflation is masking the weakness in real consumption.
YoY: Personal spending increased, real consumption decreased, while inflation masks ~59.16% of the real consumption.

[Gelubrin @Gelubrin15]

@DannyDayan5 Don’t you also take options into account when it comes to stocks?
I use WEBULL for analysis; it’s an excellent app.

[Gelubrin @Gelubrin15]

@DannyDayan5 6 months

[Gelubrin @Gelubrin15]

@DannyDayan5 To buy assets before the rally and sell them at the peak price is a true art.”

[Gelubrin @Gelubrin15]

@DannyDayan5 🤣The right path paved with gold.

[Gelubrin @Gelubrin15]

@DannyDayan5 An analysis of the DTS data suggests that inflation is rising, the labor market is weakening further, and unemployment is increasing.

[Gelubrin @Gelubrin15]

@DannyDayan5 Agreed! This proprietary indicator, which combines data on work from DTS, confirms it.

[Gelubrin @Gelubrin15]

@DannyDayan5 @NickTimiraos @IrvingSwisher Compared to the beginning of the year and the average over the last three months, my indicator looks like this:

[Gelubrin @Gelubrin15]

@DannyDayan5 However, federal employees:

[Gelubrin @Gelubrin15]

@DannyDayan5 It falls today.

[Gelubrin @Gelubrin15]

@DannyDayan5 The big players had been selling USD heavily and buying JPY for six days.
The indicator is custom-made.