Every reason you would buy the UST30YR right now is twice the reason you should buy #btc. A thread…
The Fed will invoke QE infinity and YCC shielding bonds…
Yes but currency debasement is thus accelerated…therefore #btc over the UST30YR
Yes but currency debasement is thus accelerated…therefore #btc over the UST30YR
We are heading to a recession and #bonds always perform in recessions…
Yes but the next recession could be the one that gives up the ghost and QE causes credit contagion and collapse…therefore #btc over UST30YR
Yes but the next recession could be the one that gives up the ghost and QE causes credit contagion and collapse…therefore #btc over UST30YR
I failed nominal vs real return #math and while CPI is 8.5% yoy, and UST30YR yields only 3%, I am counting on greater fool theory that people will run for duration and convexity…
Duration and convexity work in opposite direction too. #bonds have asymmetric DOWNSIDE…/4
Duration and convexity work in opposite direction too. #bonds have asymmetric DOWNSIDE…/4
#btc has asymmetric UPSIDE.
#bonds are for greater fools.
Play your probabilities accordingly.
#learnmath #forthekids
#bonds are for greater fools.
Play your probabilities accordingly.
#learnmath #forthekids
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