Good analysis, tlt is probably at bottom, unless something unexpected happens it will go up from here, end of the all bubbles is big hype, people are talking about US golden era, when Germany and China are sinking. I think rates will go to similar levels like pre c 19, so this is life time opportunity
Thanks for watching! And yes i agree with you that there’s always massive hype before bubbles pop. And people talking about US golden era smells like euphoria to me..
Thanks for the analysis! I wouldn’t be surprised to start seeing really bad economic numbers from the government now that the election is over. Do you think in the event of a sell off, a rotation will happen in Chinese stocks or will they sink along with American stocks?
Thanks for watching! And I think Chinese stocks will most likely go down as well. If you look back at major corrections/crashes in the past, Chinese stocks weren’t immune
Not saying I disagree, but you did not address the inflation fears from Trump's tariff wars and labor force deportation policies, nor Trump's high spending habits which could flood the market with supply. There are legit concerns around TLT.
You’re 100% right. But remember the market is always looking forward. Looks like yields were pricing in a Trump victory. TLT will start pricing in the light at the end of the tunnel right when TLT hits peak fear, and I think we’re close.
Thanks for the commentary! This is a high end point of view:)
I appreciate it! And thanks for watching!
Good analysis, tlt is probably at bottom, unless something unexpected happens it will go up from here, end of the all bubbles is big hype, people are talking about US golden era, when Germany and China are sinking. I think rates will go to similar levels like pre c 19, so this is life time opportunity
Thanks for watching! And yes i agree with you that there’s always massive hype before bubbles pop. And people talking about US golden era smells like euphoria to me..
Thanks for the analysis! I wouldn’t be surprised to start seeing really bad economic numbers from the government now that the election is over. Do you think in the event of a sell off, a rotation will happen in Chinese stocks or will they sink along with American stocks?
Thanks for watching! And I think Chinese stocks will most likely go down as well. If you look back at major corrections/crashes in the past, Chinese stocks weren’t immune
I'm thinking it will gap fill then go back down to 89 maybe 87 at the lowest then back on track to 100+
Which gap do you think it will fill?
Somewhere 83 to 88?
On our big short sh19 TLT a mooner 🚀
🚀🚀🚀
Not saying I disagree, but you did not address the inflation fears from Trump's tariff wars and labor force deportation policies, nor Trump's high spending habits which could flood the market with supply. There are legit concerns around TLT.
You’re 100% right. But remember the market is always looking forward. Looks like yields were pricing in a Trump victory. TLT will start pricing in the light at the end of the tunnel right when TLT hits peak fear, and I think we’re close.