Will bond risk off enivornment affect risk on asset like Bitcoin? or will the falling on bond yield benefits tech (bitcoin), I am a bit mixed up on the risk on/off and bondyield to tech at this moment, thanks!
What do you think about Ray dalio? He talks about how the US stock market popped the last two times the US basically “defaulted” . Is something like that possible here? Can’t decouple your currency from gold but something else?
Peter,
Thank you for this video. Have been waiting for an update on JNK/TLT since last Fall and this was exactly what I was hoping for. Just curious if you ever do analysis on Housing Market? Bonds/Yields are so important to real estate, which is a huge part of the investing and economic picture in the U.S.. With the 30-year mortgage rate breaking above 5%, for first time since 2010 I believe, I just wonder if there’s any analysis out there that will help gain a perspective on where the real estate market is headed and how that direction may affect other investing markets i.e. equities, commodities, etc., and the economy as a whole.
Thank you again for everything you do as this is best conglomerated analysis out there by far!
Peter, do you have any content or may GOT consider a video analysis on the relationship between the rize and falls of TLT vs DXY? There seems to be historical correlations (monthly view) that TLT LT bull/bear leads to DXY LT bull/bear within 2 to 6 months of trend reversal. Iinversly, there are times previoiusly that DXY BULL/BEAR leads TLT LT Bull/Bear trend reversal. take care.
Thought this video would be valuable to the central thesis. Arguably confirms a few things in your thesis. Dollar falls. Commodities rise. Bonds fall. https://youtu.be/U-KSSHVJ8b0
Great stuff Peter! Can you or anyone else comment on what this JNK/TLT multi year channel breakout on good volume signifies now that we’re breaking above upper channel resistance. Is this the start to a risk on move in the bond market? What am I missing? Thanks!
Will bond risk off enivornment affect risk on asset like Bitcoin? or will the falling on bond yield benefits tech (bitcoin), I am a bit mixed up on the risk on/off and bondyield to tech at this moment, thanks!
What do you think about Ray dalio? He talks about how the US stock market popped the last two times the US basically “defaulted” . Is something like that possible here? Can’t decouple your currency from gold but something else?
Thanks Peter! Love the content and thorough research. So helpful and much appreciated!
Peter,
Thank you for this video. Have been waiting for an update on JNK/TLT since last Fall and this was exactly what I was hoping for. Just curious if you ever do analysis on Housing Market? Bonds/Yields are so important to real estate, which is a huge part of the investing and economic picture in the U.S.. With the 30-year mortgage rate breaking above 5%, for first time since 2010 I believe, I just wonder if there’s any analysis out there that will help gain a perspective on where the real estate market is headed and how that direction may affect other investing markets i.e. equities, commodities, etc., and the economy as a whole.
Thank you again for everything you do as this is best conglomerated analysis out there by far!
Love the idea of GOT looking at the housing market
Excellent!
Now that TLT has broken through your absolute max low target of 123, will you be revising your low target?
Peter, do you have any content or may GOT consider a video analysis on the relationship between the rize and falls of TLT vs DXY? There seems to be historical correlations (monthly view) that TLT LT bull/bear leads to DXY LT bull/bear within 2 to 6 months of trend reversal. Iinversly, there are times previoiusly that DXY BULL/BEAR leads TLT LT Bull/Bear trend reversal. take care.
Thought this video would be valuable to the central thesis. Arguably confirms a few things in your thesis. Dollar falls. Commodities rise. Bonds fall. https://youtu.be/U-KSSHVJ8b0
Great stuff Peter! Can you or anyone else comment on what this JNK/TLT multi year channel breakout on good volume signifies now that we’re breaking above upper channel resistance. Is this the start to a risk on move in the bond market? What am I missing? Thanks!