Macro Tourist Not Sure Becky Quick’s ‘I’m 100% In Equities’ Proclamation Is Great Sign

Read more from The Macro Tourist I am putting on my trader's hat here to tell you a story. I am a big bond bear. Kodiak grizzly size. I have been early, so I am by no means claiming that I have gotten the trade correct. But this summer I got really bearish. At my peak bearishness, I wrote this apoplectic tweet storm that outlined all the reasons I thought the bond rally was overdone. The date? August 19th, 2019. You can read the whole thread here. At that point the U.

Join institutional investors, analysts and strategists from the world's largest banks: Subscribe today for as little as $7/month

View subscription options

Or try one month for FREE with a trial plan

Already have an account? log in

3 thoughts on “Macro Tourist Not Sure Becky Quick’s ‘I’m 100% In Equities’ Proclamation Is Great Sign”

Been on the same page for the same reason…….Hope that is not a bad omen for you Kevin….LOL

Becky? What does Sharon say?

Macro Man, Spot on. But going with the “Euphoria” trade in January unless, of course, we get a Xmas present from KJ. It appears that everyone is going with the “shoe shine” trade that caused Kennedy to liquidate before the the Big D. After January, we will see what the cards hold. More “Euphoria”, long again. Waiting for “Euphoria” to turn into the “Panic” trade which (notwithstanding your bearish bond view) will be bullish for bonds.