Major peaks roughly every thirty years: 1920, 1950, 1980, 2008 … and the next window around 2038–2040.
Which puts us in the early-to-middle innings of the up-leg.
Major commodity peaks have arrived roughly every thirty years: 1920, 1950, 1980, 2008. Space those out and the next great commodity peak lands somewhere around 2038–2040 — which means we are, right now, in the early-to-middle innings of the up-leg toward it. The momentum divergence at the base of that chart, turning up after decades, is the tell that the new commodity cycle has already begun.
@BasedBandita As a half German half African American... I'm just tired of all stupid people... all colors, shapes, and sizes...divide and conquer still going strong!
💥“Why would I want to blow up the global financial system?”
👀Bessent's Freudian Slip Reveals That Treasury's Economic "D-Day Invasion" Would "BLOW UP THE GLOBAL FINANCIAL SYSTEM" if it's Actually Implemented⚠️
Treasuries now offer more income than almost every S&P 500 stock:
Just ~3% of S&P 500 stocks now have dividend yields higher than the 10Y Treasury Note yield, the lowest proportion since May 2007.
This marks one of the lowest readings on record in data going back to the early 1970s.
This percentage has declined -40 points since the start of 2022.
By comparison, 63% of S&P 500 stocks had a higher dividend yield than the 10Y Treasury Note yield in July 2016, an all-time high when excluding the 2020 pandemic crash.
To put this into perspective, the long-term average since the 1970s is 18%.
The bond market situation is historic.
@rektfencer Who knows... but we sure weren't this far down the road of global war issues either.. government bonds/ currencies can only mess around for so long... only time will tell
🇺🇸 ARE WE COOKED⁉️: TRUMP SUGGESTS USING US MILITARY TO INTERVENE IN THE BOND MARKET⚠️ 👀
Reporter: “Yields have come back up since then [intervention]. Have you talked about another type of intervention?”
Trump: “We have many types of intervention. The ultimate intervention is our military.
And if we have to use that, we will.” 👀
You can't make this up:
At 8:15 AM ET yesterday, the 10Y Note Yield was trading at 4.68% when the US Treasury announced it would be increasing bond buybacks to $4 billion.
The yield fell to a low of 4.63% as the US Treasury pledged to provide "liquidity support."
Exactly 24 hours later, the 10Y Note Yield is ABOVE levels seen prior to the announcement, at 4.71%.
It's going to take a lot more intervention to tame this beast.
BREAKING: 🇺🇸 Nasdaq to launch overnight stock trading from 9 pm to 4 am ET starting December 6, 2026.
Nasdaq plans to offer continuous trading for nearly 23 hours a day, five days a week.
@randgroup I've come to understand we live in speculative reality, constantly chasing the next narrative... I'm sure many have written and spoken about our current psychological stance as a society in generations past. Greed, fear, illusions...
BREAKING 🚨: China
People's Bank of China just injected 348 billion yuan ($52 Billion) into their banking system through overnight reverse repos, their first mid-month injection in history 🤯 👀 Dear God!