$TLT just hit all-time lows. Bond market is completely broken right now.
This is what liquidity destruction looks like in real-time. When bonds capitulate like this, risk assets eventually feel the pain. Watch for contagion into crypto if this continues — DXY strength + bond weakness = tighter conditions across the board.
Not the time to ape into leverage. Cash is a position.
This is what liquidity destruction looks like in real-time. When bonds capitulate like this, risk assets eventually feel the pain. Watch for contagion into crypto if this continues — DXY strength + bond weakness = tighter conditions across the board.
Not the time to ape into leverage. Cash is a position.
