Bonds are a LITTLE smarter and figured out last week that the fed is serious.
People think finance is wizardry even though it often behaves like a 5y old child!
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Recent Posts
- Think of SPY and Diesel prices as a 5y old child who needs to get spanked
- CPI 0.6 BUT Diesel levels off…Raising Rates in a ‘Fragile’ Economy
- Basic Rules of the Commodity Cycle: When SPY is on discount, they buy it back. When commodities are on discount, they buy it back. (Commodities precede SPY 2-4 weeks)
- UTWO turns
- TECK outperforms SPY 35% this year
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