@coinbureau@DaveHcontrarian called it months ago, said we would see a historic qtr. When everyone was freaking out and S&P at 6500. Man doesn't get enough credit
@DaveHcontrarian@ReaderPhx@rudyten2001@JeremySzafron David , is the 10yr and 20yr yield going to decline by roughly the same in % terms ? Just that i see you quote the 10y yield a lot but also TLT index which tracks the 20yr.
@profholden@Barnaby_Joyce We just have to remember why there is any tax in the first place. So the government can spend money. They are useless at efficiently spending money so the right answer is abolish 90% of taxes and cut the government by 90%.
@DaveHcontrarian Having said that the precise path is impossible to forecast , are you giving a meaningful probability it could push into 2027? Or strongly confident the top is a 2026 story ?
@DaveHcontrarian@moonpie3210 Bonds plummeting and stocks headed to new lows already. A war with Iran doesn't just end when Trump decides. The best offence against America is not bullets is economic. Trump will need to cave soon or his popularity will if not then the economy will.
@DaveHcontrarian@Chris476445@theandymillette Is there a rate on the 10y that would invalidate your thesis at all ? I.e we could see 4.6% this month. Rates and oil have a genuine chance of pricking the bubble economy of the US.
@DaveHcontrarian@ikundi@PalisadesRadio Dave , the Australian 10 year bond yield has just hit a 15 year high above 5%. Do you think they will perform similar to the US bonds and head to zero % and if so, sooner than the US impllosion or later ?
@DaveHcontrarian@HftForPeople@jessebday If Trump thought he could contain oil while going to war in the middle east then hes pretty stupid. Bonds will be correlated to oil and Trump risks pricking the bubble economy here