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Strategies & Market Trends : TRIPLE TRADES

OPEN 8.450

+5.7%

2:21 PM EST

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To: Bull RidaH who wrote (3761)	5/7/2024 10:28:04 AM
From: yard_man	Read Replies (2) of 4397

It's the "how this unfolds" part that has got me wondering. Debts private and public will have to be revalued lower and that this will produce a contraction -- I am sure of that. The question is what happens to government bonds ... everyone is saying we are nearing a limit and that when everything goes to ... that US Bond values will plunge overnight sending rates screaming skyward. There is another group that thinks -- the government will simply print more and the dollar value of all assets plunge together while the government continues to issue more debt ... and there won't be a material effect on rates. Is there a 3rd possibility? Maybe I am too simplistic in my thinking. Folks have been calling for "bond-mageddon" for so long -- and it hasn't happened even at these extremes -- that I start to wonder. Currently long TMF for a trade. Also short the banks via FAZ, but I may give that up if it breaks new lows. Seems like we are pretending a lot of banks are OK, that aren't -- if they can't increase lending soon ... well maybe they get exposed as upside down? A prop facility seems to be winding down??

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