I STAND BY WHAT I GIVE MARKET COLOR WISE SO HERE IS FROM 2015 QTR 1 OF HOW I FELT ABOUT RATES. It took longer and did go to the ten year mega olive something that happens at the top when ever one gets their brains beat in. The time below is NOW Folks. Let’s play some huge moves. Some Stocks are outright short sales. I explain this in trader simple rules but I always measure your risk. I am CFTC regulated but am a Trader.
Let’s go. Money is about to jolt, some up, other vertical down. Do not own those high-flyer’s up here. BIO, everything is about to be jolted. Can you Jolt?
Q 1 2015- The lull before the treasury ratio roll? So the reason any responsible FRB Chairman, maybe that is the reason why? The chair (non gender) is suppose to take the punch bowl away before whomever that benefits gets silly drunk, addicted to more ATM, boisterous.
The same reason was given from Alan G. The problem I see is an excess but I am not sure of exactly where the excess is. For the question Fox friends I am forced to explain to them what could go wrong. Here lets envision a credit spread in option speak but this is my take.
LL- Leveraged Looney is selling the short end of the curve 50 times and long the long end of the curve. I know it is impossible but you asked me so what does that say? I have an imagination or the propensity to think it through. I’m thinking options and receiving the premium for rates to stay locked to zero. The longer we stay at zero. The more you get to pick up some pennies for options you are short, or long but forget this option speak from me. If rates increase you are short puts on tbills or Eurodollar. Nobody knows you have been doing this the last 3 years and scrapping back some earnings.
Think long puts on short term I rates. If they raise them and your put is live, has time value, you score big because the chance the markets puts on that is nill. Now the player on the other end of backing up your trade is the guy I am saying may hold the excess because he is leverage to the gills collecting only the 2% on long term money. This is a discussion but I want to bet bearish in bonds.
This bond market is going to provide some spectacular opportunities. Nobody knows how much leverage risk is in the curve, except them but they are said to be tied to the NY FED. This unraveling will be bigger than the market thinks. These situations always have been the last 20 years. Each time a 1st time ever. Never before can people buy homes with no money down. I say the trades are immediately in front of US. Get every treasury page set up, spreads etc.
Or let me steer you to where, you do not yet know, you want to be. Are you ready for a ½ point hike? Are you? I have always been a forward thinker. Look at what this Lena Dunhill (below)said about Jewish men. Income Disparity is at the highest distance between the rich (carbon jets, tax subsidy jet fuel) and the rest of US? The rest of US has seen the best since the depression began.
This is the most explosive Macro Society Structure threat immediately on the horizon. The distance between the non-tippers and tip-wage earner rest of US. The people at the top; never see it coming and the result is always the same. 99% of US want to eat.
Lena Dunham- Award winning producer of “GIRLs” HBO series, hysterical story about four girls in 20’s. A few episodes ago opened up to Brian Williams, yes him, daughter (beyond super hot,imo) having her a- – eaten out by a casual but now her fiancée is the raciest scene I have seen or heard on cable.
What’s the matter? It’s just pushing it to the edge (leverage example above?) and she does it perfectly in bringing up subjects too hot but boiling over.
If it is in your book about slaves, what you say? Clippers basketball team etc.? Obama, Net to Obama? If you’re the richest of the rich and still not happy? Why bother appeasing this all time record disparity between them and the rest of US?