Alex Demolitor, CFA

Founder & President at Lincoln Cross Research.

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[Alex Demolitor, CFA @AlexDemolitor]

The value being offered in the bond market right now relative to the fundamentals is unrivalled by any other asset class.

People are afraid to buy bonds because they’re worried about headlines, negative momentum, and short-term losses.

But, if you look out 6-12 months, you’ll realize in hindsight that bonds offered deep value at these levels and provide positive carry (yield) while awaiting a rally.

Remember the gold and silver longs that wouldn’t sell at ever-higher prices? What about semiconductors?

They’re now the bond bears who won’t buy at ever-lower prices.

When the momentum turns and the rubber band snaps, the upward correction will be just as violent.

Been there. Done that.

Bookmark it.

[Alex Demolitor, CFA @AlexDemolitor]

@biancoresearch @AlexMalitas Always some story, always the same ending

[Alex Demolitor, CFA @AlexDemolitor]

@LukeGromen You’re somewhat right. Yields rise every day, and it takes time to filter

But man, the cracks

[Alex Demolitor, CFA @AlexDemolitor]

@Mr_Derivatives It’s really getting crazy fast

[Alex Demolitor, CFA @AlexDemolitor]

@jasongoepfert Wild times

[Alex Demolitor, CFA @AlexDemolitor]

@zerohedge Is this not 2000 all over again?

Rising rates are bullish

[Alex Demolitor, CFA @AlexDemolitor]

@sonalibasak Long rates are what matter

They impact the real economy

[Alex Demolitor, CFA @AlexDemolitor]

@BeardoTrader That’s what they said in 2000

[Alex Demolitor, CFA @AlexDemolitor]

@SecScottBessent @POTUS Things are getting real dicey

[Alex Demolitor, CFA @AlexDemolitor]

@macropaperr Not just the bond market

[Alex Demolitor, CFA @AlexDemolitor]

@fundstrat Not worried?

[Alex Demolitor, CFA @AlexDemolitor]

@StealthQE4 Waiting for the pain to show

[Alex Demolitor, CFA @AlexDemolitor]

@DeItaone Wild times

[Alex Demolitor, CFA @AlexDemolitor]

@ekwufinance This is worse

[Alex Demolitor, CFA @AlexDemolitor]

@zerohedge When does it start?

[Alex Demolitor, CFA @AlexDemolitor]

@MichaelMOTTCM Should be fun

[Alex Demolitor, CFA @AlexDemolitor]

@DiMartinoBooth Watch subprime

[Alex Demolitor, CFA @AlexDemolitor]

@DrJStrategy Things getting nuts

[Alex Demolitor, CFA @AlexDemolitor]

@KobeissiLetter Either way

[Alex Demolitor, CFA @AlexDemolitor]

@amitisinvesting That’s what happened in 2000

Rates rose, no one cared, then they did

[Alex Demolitor, CFA @AlexDemolitor]

@unusual_whales Yikes