KBWB Possible Path

2021년 6월 9일

70-74 call spread for July 16th. An OK gamble.

2021년 6월 10일

노트

Hehe, as wrong as I can be! Yields look like they're breaking down. If the CPI numbers are softer, that could be the nail in the coffin, and banks are a good short.

I just can't understand WHY bonds are going up! China has the highest PPI since 2008 and is projected to INCREASE in the foreseeable future, NOT peak. That means prices for US are going to up sooner or later. It boggles my mind the bond investors of the world think this is actually transitory.

2021년 6월 10일

주문취소됨

2021년 6월 10일

노트

Peter Schiff: Yields are falling as clueless #bond traders assume rising consumer prices will slow the economy, or maybe engender a recession, which they considered a positive for bonds. But a weaker economy will cause the #Fed to print more money accelerating consumer price gains. #Stagflation