Yeah it is amazing how they change.
Although I am surprised that he was so bullish on bonds.
He also though the USD would have a good year in 2020....he missed on that one.
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Yeah it is amazing how they change.
Although I am surprised that he was so bullish on bonds.
He also though the USD would have a good year in 2020....he missed on that one.
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I think it would of been a good year if it wasn't for the lock downs. I don't think the problems in the bond market would of shown up. Personally I see a huge dollar liquidity problem and if Congress doesn't extend the treasury powers, then banks can no longer bypass rules with the treasury backing up the dollars.
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Yes most dont realize that.
There is a liquidity crisis brewing in the USD.
A lot of interesting stuff happening.
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The bond bullish people have been screaming at the top of their lungs but you know how they treat them when bonds go down.
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