/biz/ - Business & Finance

>>56218694

>we got cucked hard with the SPR release

Biden will sell the rest of it. Motherfucker is on death's doorstep he don't care about future generations or anything like that. The old diddler just wants to be a 2-term prez he doesn't give a fuck about anything else.

>>55754639

>when the government promises stimulus at every slight downturn

I really think we're already there, but I guess we'll just have to wait and see. Some of the bond bulls are really dumb, but more and more of them are wising up. Even Lacy Hunt finally admitted the Fed printed money in 2020, which I never thought he would do. Now we just need Snider to capitulate.

>first we have a deflationary recession

Agree, and if your mostly in bills you should be OK and I'll stop nagging you about it.

>>53809635
Not even gunna lie you described me perfectly.

>10y

>>53343722
You sold while you were still green, right, fren?

>>52763745

Bonds ain't running up and are obv not zero risk anymore due to inflation. Also the graph was 3x stock short vs 3x bond long. Just to put apples to apples. Don't use leverage idgaf. Nobody said you had to, that's your strawman. Another strawman "bonds won't go up during a crash", as was "go 100% short", you're having an argument with voices in your head famalam.

The actual point is that they are inferior as a crash play to stock shorts, and the trend (because stagflation is a factor now) is that they increasingly fail to follow stock shorts upwards all the way to market bottom making them a tricky crash trade to time correctly when you can just short stocks . The secondary point is that it is likely their short-circuiting vs stock shorts will be even more pronounced this time because the market has had a demonstration that gov can cause inflation.

I know this is radical stuff 4U and you're just outraged by it, but that's my last post ott. Already been very patient re-explaining it several times. Go ahead an make another post with more strawmen idc.

Here, have a cat.

>>51454253