Coming up on @realmoney (I think this is a good one!)
Investors Are (Inappropriately) Unconcerned That We Are At an Enormous "Distance" Financially to the Next Equilibrium Point in Interest Rates
* It is underappreciated and investors lack concern what may happen when the
Investors Are (Inappropriately) Unconcerned That We Are At an Enormous "Distance" Financially to the Next Equilibrium Point in Interest Rates
* It is underappreciated and investors lack concern what may happen when the
currently bizarre rate instability is finally disrupted - as it must be someday
* The mountain of global debt will - more sooner than later - weigh on the capital markets
* We look for clues... that the consensus of rates lower for longer will begin to have the foul odor of
* The mountain of global debt will - more sooner than later - weigh on the capital markets
* We look for clues... that the consensus of rates lower for longer will begin to have the foul odor of
"Group Stink"
* Inflationary expectations and bond yields are quietly ticking up
* I remain short bonds (large sized)
* A further and inevitable drop in prices and rise in yields will likely begin to impact market multiples and rate sensitive areas
* Inflationary expectations and bond yields are quietly ticking up
* I remain short bonds (large sized)
* A further and inevitable drop in prices and rise in yields will likely begin to impact market multiples and rate sensitive areas
* If I am correct, homebuilders are vulnerable and banks could break out to the upside @jimcramer @tomkeene @business @ferrotv @carlquintanilla @andrewrsorkin @beckyquick @lizclaman @michaelsantoli @riskreversal @terranovajoe @guyadami @SquawkCNBC @cnbcfastmoney
@Sarge986 @saraeisen @threadreaderapp unroll
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