Search results

as opposed to fundamentals where price stays steady?

Just don't say there weren't any signs.

And Ford breaks out of the inverse H&S. Not good for TSLA

Silver is a great chart and I own it- the problem with silver is it’s volatility. It’s not a commodity you can load up on without getting big prints in the opposite direction you have trouble handing. Solver also laughs at your loose stops, hits them and flips around. It takes everyone out with...

Outside of gold, this is the nicest chart in the commodities space right now.

Brrr is a bedtime story. I’m a fan of it because someone has to hold the bag. And someone always does (such as the author of this thread). You own copper and steel. You’re feeling the transitory inflation pinch. there are no hard and fast rules. Price can do whatever it wants. Oil went...

Short of you want.. I love crowded trades where people ignore price and say silly things like brrrrrr. Good bedtime story though.

Yeesh

And now the nikkei... and is gold going to be a piece of shit and break out while we are asleep(silver is not confirming)?

The ball may never reach the plate it’s hanging so hard. It looks like the Russell is the first domino. Took on a short there. fwiw, I’m still seeing spx 4400 before it’s decline. Maybe that ball never reaches the plate either.

I mean your inflation thesis is about to unwind below ~127. How quickly, I don't know. The longer it's below the worse for base metals, and the ags. Below 127, and the fed is right - transitory. Above, you're correct. float away. Simple, right? Just because you can't conceive of something...

I think above 127, you're fine. ish. Below? people are getting burned. More below? Really burned.

If TIP gets below 127, I think your inflation trade is in the process of blowing. A level to watch for if you're keen on it. I'm increasingly of the perspective that the inflation we "saw" is now in the rear-view.

So you’re upset your guesses aren’t working? The market doesn’t care what you think.

As for the original question who? Been long bonds about a week.

You sound upset.

Yes Salty, I do see things differently. Your narrative is also a widely used one. And a crowded trade. I think we have seen, or will see yields peak this week. Inflation isn’t. Gold and bonds to rally. oil probably too. That’s a bit of a catch-up trade. I’m side eying it though. but I try not...

Obviously I do too ;)

Haha. I’m pushing short there, flipping my long.