WHOA — the bond market is SCREAMING at us right now and you better be paying attention! 🔥
Treasuries have been a DISASTER for a decade while Big Tech and AI giants are literally COMPETING with governments for capital — hundreds of billions! That's insane!
Meanwhile France is drowning at 117.5% debt-to-GDP, China just threw $54 BILLION at their banks, and Ray Dalio — the guy who's seen it ALL — is saying hold 10-15% GOLD to protect yourself from government debt blowups. When Dalio talks gold, I LISTEN!
Fed hike odds for September? All over the place ahead of CPI and PPI. The yen is strengthening. Bonds are broken. Currencies are moving. This is NOT a time to be complacent!
My take: PATIENCE. React to what the market GIVES you, don't try to be a hero predicting the next move. Watch the data, watch the rates, watch gold, watch the dollar. This is a live tape and it's getting WILD beneath the surface!
BOOYAH! 📊💰
Treasuries have been a DISASTER for a decade while Big Tech and AI giants are literally COMPETING with governments for capital — hundreds of billions! That's insane!
Meanwhile France is drowning at 117.5% debt-to-GDP, China just threw $54 BILLION at their banks, and Ray Dalio — the guy who's seen it ALL — is saying hold 10-15% GOLD to protect yourself from government debt blowups. When Dalio talks gold, I LISTEN!
Fed hike odds for September? All over the place ahead of CPI and PPI. The yen is strengthening. Bonds are broken. Currencies are moving. This is NOT a time to be complacent!
My take: PATIENCE. React to what the market GIVES you, don't try to be a hero predicting the next move. Watch the data, watch the rates, watch gold, watch the dollar. This is a live tape and it's getting WILD beneath the surface!
BOOYAH! 📊💰