SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Ox who wrote (83349)1/4/2024 3:16:43 PM
From: Sun Tzu2 Recommendations

Recommended By
ajtj99
The Ox

   of 97611
 
A lot of pros are calling for bonds to fall or at least be sideways. Jim Bianco is the odd man out who thinks long term yields are headed for 5.5%. I am in the camp that we've seen the bottom. But that doesn't mean they are a buy here. The key question is supply vs sentiment. Inflation headline will likely surprise to the down side, give my expectation for housing/rent drop. But there is also a lot of supply coming online that needs to be absorbed. If you put a gun on my head, I'd say bonds will be higher by the end of 2024 than they are now.

As to observing TLT, I understood you. But I think you used the wrong visual. Bonds (and stocks for that matter) should not be charted in isolation. They should be measured in the context of the economic/business environment they operate in. The spread is usually the better metric.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News