If youโre finding these markets impossible to trade, youโre paying attention. In this environment, cash is a position,and likely the smartest one imo
We are witnessing a violent split in reality,the Bond Market is repricing for a 1970s-style oil shock, yields are screaming that cheap energy is dead and we are running out of time
Equity/Crypto traders are chasing Trump headlines, betting on a political "fix" for a physical shortage of oil, or assuming the FED will save risk asets post COVID style. Itโs hope vs. physics.
Assuming the "Fed Put" still exists in a supply-side shock, printing money is just throwing petrol on a bonfire, even if the assumption is transitory, the starting base of infaltion is already high. This isn't 2020 where inflation was starting from zero and we were facing a demand side issue.
The Fed isn't your partner anymore. If bonds are right, the "buy the dip" crowd isn't early, theyโre just providing exit liquidity.
Stay liquid. Watch yields
@trader1sz Hey, so I have migrene everytime I get over stressed, it goes with my gastro problem( i start vomiting and I when I m done migrene stops)
Have to drink planty water maybe you are dehydrated
@eda2026 Ok this is sick , in my country for 10$ a peace you could take rump steak but not beef. You can have kilo per maybe 50 euro but it is not great quality..
@trader1sz Exactly what I wanna said. You can't it isnt storage well , I wouldn't be joking with it. Stomach pain Is so much intense I wouldn't risk it