@DaveHcontrarian@BozoHero@YahooFinance@_JoshSchafer Playing. Are you joking, we likely go to 7% this are substantial bond losses if you bought at 4% on the long end. If you bought at 1% you can be 40% till 50% in unrealized losses, like many banks and institutions are.
@DaveHcontrarian@niuyangma Economy is slowing and consumers spent more than what they earn. How is this gonna lead to a meltup if the stock market is forward looking?
@DaveHcontrarian @ralpho1337 I would like to know why t-bonds rates went up so much. The treasury auctions show that they issued mostly bills and notes and almost no bonds and auctions went smooth. So who is selling here?
@DaveHcontrarian@MonkeyHuman420@ricieroot@WallStreetSilv I changed my margin account on IB to jpy today as base currency and pay on my margin loan 0.75% + IB 0.75%. so 1.5%. I bought 30 year t-bonds now with 4.5% yield. Means 3% i get for me. I wait now till rates go down.
@DaveHcontrarian@undefin93612254@smpennell @Dave02412468 @moff_bill @TheKrazyKarl_ @jb2lines @Theinve33540482 @bondlovescold @rockroa47171933 @RackyRyan we will have a final panic sell off in t-bonds getting rates on the 10 year to akmost 6% and that will trigger the FED to act like the central bank of england needed to do to save pensions and banks from collapsing.
@DaveHcontrarian @Marcu38267551 @BhavikaAhuja18@LovelyFeyd@Zalishacarish@WallStreetSilv Then how should we have a meltup if rates stay higher for longer and many put money in money market funds, also FED is doing QT and china is selling t-bonds cause they need USD and also US needs to reissue lots of debt... Looks bad for meltup under that macro environment