The Intentional Scotsman

Intentionally making my way towards FREEDOM 🏴󠁧󠁢󠁳󠁣󠁴󠁿! I write a blog which mainly focusses on my journey to FIRE 🔥 - checkout my website link below.

[The Intentional Scotsman @IntentionalSco]

New blog post! 💥

Under budget ✅
FI fund 📈
Cooking 🧑‍🍳
House hunting? 🏡

https://t.co/Ohf2nMHP31

[Scarves Around The Funnel @AroundTheFunnel]

May 15 - 'we ask those who have sought the easy way out by attributing defeats to perceived refereeing errors to reflect...'

One week later...

May 22 - KMI Panel (on SFA website) - 'VAR was incorrect to intervene and the penalty was incorrectly awarded for handball after OFR'

[The Intentional Scotsman @IntentionalSco]

@Dad_on_FIRE Yes. Lots going on but very fun! 😁

2months off and dipping your toes into FIRE sounds class!

[The Intentional Scotsman @IntentionalSco]

@Dad_on_FIRE I have jumped in with a comment too - glad to see the backlash! 😁

Yes, we had a little girl who has kept me very busy! We are also moving to Scotland so was busy with getting the house ready for the market.

I hope to be back posting again soon!

Hope you are doing good!

[The Intentional Scotsman @IntentionalSco]

@spectator If this is not a sexist article, I am not sure what is.

Imagine if the shoe was on the other foot. Equality has to work both ways and husbands/fathers should never be seen as a sidelined hindrance.

This article is terribly ilinforned and out of touch!

[The Intentional Scotsman @IntentionalSco]

@Real__Reaper @cryptoismyjam @benjamincowen Unreal! 🤣🤣

[The Intentional Scotsman @IntentionalSco]

@LizAnnSonders Emergency cuts coming to you soon?

[The Intentional Scotsman @IntentionalSco]

@TimmerFidelity And with rate cuts, stocks fall. But you are saying we have a lovely 2018 analog…

Oh yes, you work for Fidelity.

[The Intentional Scotsman @IntentionalSco]

@LindaTangUSA Just referring back to your chart suggesting $TLT to 6%, are there any historic examples where the dollar fell so much yet long bond yields continued to rise?

Feel as a trade there might be something in your suggestion but buyers holding $TLT likely see it as an opportunity?

[The Intentional Scotsman @IntentionalSco]

@chickengenius TLT going to get slaughtered in your view?

[The Intentional Scotsman @IntentionalSco]

@LindaTangUSA It is an interesting flag.

If it does come off, you wonder how quickly the Fed would step in to control yields?

Could be the straw that breaks the camels back…

[The Intentional Scotsman @IntentionalSco]

@AndreasSteno @darioperkins In my industry, there has been plenty of firing started in the UK. You wonder if this just isn’t in the data yet?

[The Intentional Scotsman @IntentionalSco]

@NorthmanTrader Hanging man?

[The Intentional Scotsman @IntentionalSco]

@NorthmanTrader Some might say it is sabotage…

[The Intentional Scotsman @IntentionalSco]

New blog post! 💥

Under budget ✅
FI fund 📈
Cooking 🧑‍🍳
House hunting? 🏡

https://t.co/Ohf2nMHP31

[Steve Donzé @steve_donze]

Zooming out, opportunities to lock in real yields at or above the economy's potential growth are scarce. Once a decade.

[The Intentional Scotsman @IntentionalSco]

@bravosresearch Demographics are worsening so you would expect, if there is a correlation, bond prices would drop from here.

I think there is a risk of recency bias here.

[The Intentional Scotsman @IntentionalSco]

@bravosresearch This is a very doomsday scenario surely? What are the drivers? Increased inflation?

Reading other material would suggest demographics are a big driver for bond prices over the long term.