Market optimism on inflation ‘misleading’; Bond erosion accelerating; Druckenmiller is now shorting Treasury bonds with 20% of his Duquesne Family Office’s portfolio.

Druckenmiller recently announced at a conference that he is shorting U.S. Treasury bonds, and these bets now account for 15% to 20% of his portfolio. https://www.fool.com/investing/2024/10/20/does-stanley-druckenmiller-know-something-wall-str/ ✅Market optimism on inflation is ‘misleading’ byu/Fun_Balance_1809 inu_Fun_Balance_1809 Inflation is not dead, it’s just …

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The housing market is a total sh*t show.

The Fed rate cut of 50 basis points has actually resulted in a significant rise in Mortgage rates. Current average 30 year mortgage rate is 6.7 %. Home Prices are double from Pre Pandemic levels in many areas. Mortgage interest …

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The VIX And Market Climb: Should We Care?

via Michael Lebowitz The financial media frequently opines on what the daily gyrations of the VIX (implied volatility index) signal regarding investor sentiment. Despite how often it is quoted and discussed, many investors do not truly appreciate what implied volatility …

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The car market bubble is popping

Auto loan 90+ day delinquency rates have reached 2.88%, the highest level since Q2 2010. This marks a significant rise, with the percentage nearly doubling over the past 2.5 years. h/t HighYieldLarry

Is the stock market growth realistic?

I’ve noticed that the SPY500 has nearly doubled over the last 5 years, while the GDP hasn’t risen anywhere close to that level. The post-pandemic crash made sense, and so did the subsequent rise due to quantitative easing. But now, …

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Tide is Turning… Buyers are gaining the upper hand in the housing market as a top real estate CEO warns sellers about high asking prices: ‘The sharks come out, and it will hurt you even more’

The U.S. housing market is now tilting in favor of buyers, who are pushing back against the high home prices that sellers are demanding, according to Compass cofounder and CEO Robert Reffkin. He told CNBC on Wednesday that 30% of …

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