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Things Just Got ‘Real’
An increasingly acute tightening impulse from a buoyant dollar and surging US real yields is turning
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The market is accentuating the tightening. Definitely not positive for risk assets. Something is going to be breaking soon.
Perhaps we will see something nasty coming out of Sand Hill Road. So much money poured into private equity structures over the past few years.
The Party’s Just Begun!
I am waiting on SPX 3800 to start loading up.
I’m waiting for tether to collapse and Tesla to touch $50, both are the “blue chips” of froth.