This scenario isn’t just about market dynamics; it’s a warning sign. With the Fed seemingly powerless over the bond market, and with investments in everything from digital art to unprofitable tech ventures defying gravity, we might be in for a rude awakening, much like the one that followed the 1920s.
Im just going to call it… The Fed has lost control of the Bond Market. It's still slightly early at 4.7% futures pop but a level of 5.10% on the 10 Year would confirm it for me. Where it goes from there no one really knows? @biancoresearch is this the Liz Truss Moment? pic.twitter.com/0Pgad9cffr
— Sold At The Top (@soldatthetop) January 7, 2025
It begins. pic.twitter.com/SthO4mxTrS
— The Great Martis (@great_martis) January 7, 2025
It has now been 111 days since Fed rate cuts began on September 18th.
Meanwhile, the 10-year note yield is up 110 basis points.
In almost all instances, other than 1998, interest rates FALL when the Fed cuts rates.
Yet another similarity to the Dot-com bubble is seen now. pic.twitter.com/nLZHhKKdOF
— The Kobeissi Letter (@KobeissiLetter) January 7, 2025
Sweet Jesus, Mother of Bethlehem https://t.co/WhEL13CGCv pic.twitter.com/vTLe8BjB1f
— The Great Martis (@great_martis) January 7, 2025
We are in the part of the macro cycle where rates are trying to test the 5% (!) area and the USD is strong as hell.
But people are interested in CryptoDickButts, MicroStrategy and unprofitable companies.
Got it. Makes sense.
— Alf (@MacroAlf) January 7, 2025
2/ A pattern has been developing over the last 2 decades in the US stock market that we’ve seen before
In the early 1920s, after a decade of stagnation and 2 violent 50% declines, stocks began to move aggressively higher
Which kicking off a prolonged bull market pic.twitter.com/SauleXBThN
— Bravos Research (@bravosresearch) January 7, 2025
The United States is seizing sovereign assets, slapping sanctions, and now eyeing to absorb entire countries…
All while sinking deeper into a debt hole.
What planet am I on?
— Gold Telegraph ⚡ (@GoldTelegraph_) January 7, 2025
THIS MAKES SENSE?!?!? pic.twitter.com/2LgxLez7Zb
— Dividend Dude (@DividendDude_X) January 7, 2025
🤔 So what's going on with global M2, the four-year cycle and the dollar, and what does it all mean for asset prices?
M2 money supply is continuing to expand globally.
The latest data show the nominal stock of M2 money is rising across most international currencies, including… pic.twitter.com/xl70aNGLmM
— Tomas (@TomasOnMarkets) January 7, 2025
$CVNA CEO (his father who is a convicted felon) says he can’t explain how the boosted profitability because it’ll take too long & be too complicated for idiot retail & your other viewers … then misdirected the conversation to avoid prison.
— FRR (@ForgeRiver) January 7, 2025
All of Wall Street expects a double digit return for the stock market in 2025. Virtually no bears left!
When everyone expects big gains for the S&P 500, it’s a warning sign. Everytime this has happened before, the market has plunged hard.
Too much optimism means people are… pic.twitter.com/bPYlZPIRdW
— Jacob King (@JacobKinge) January 7, 2025
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