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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?


To: towerdog who wrote (69665)9/19/2022 2:47:09 PM
From: yard_man  Respond to of 98062
 
Listening to Schiff ... when it comes to bonds, it seems like his assumptions regarding bonds are so static ...

if we are already in recession, how is inflation going to stay persistently higher?? And even if inflation is sticky -- who is to say that real rates can't stay negative for a while. I don't get the whole bond crash scenario. Long rates look stretched.

I think short term rates are going to have a dramatic effect on demand ... then what happens to the pricing power -- except for food an energy??

Long rates are so stretched -- TLT has to be a buy here -- or somewhere between here and TNX = 3.75??