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Gaslight Capital said:
Everyone looking for a top in the stock market are missing the generational top in bonds.
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Mmm, rates just climbed out of bed a bit (30 yr turned positive, real yield up almost 2% on week). This combined with seasonality is making me wonder whether a correction is imminent.

But perhaps that’s all part of the trick... Realrate should be a kick back in an overall downtrend.
 
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InAllHonesty said:
Mmm, rates just climbed out of bed a bit (30 yr turned positive, real yield up almost 2% on week). This combined with seasonality is making me wonder whether a correction is imminent.

But perhaps that’s all part of the trick... Realrate should be a kick back in an overall downtrend.
More...

Not sure what you're saying here.

Bond prices have topped, rates are heading higher. This is a generational top. 15 to 40 years of rising rates ahead.

Rolled the shorts to ZBM and this is a long-term position. Will keep rolling shorts unless something indicates otherwise.
 
Just what I thought - that rates climbing were going to spark a bit of a sell off and it appears they have. I've just bought some more S&P at 3820 so let's see.

Big fear move in Tesla yesterday, made for a good buy.

Bonds, yup can see ZB, TLT just keeps going lower...
 
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